Sumitomo Mitsui DS Asset Management’s SolarEdge SEDG Stock Holding History

Sumitomo Mitsui DS Asset Management’s Portfolio SEDG Stock Details SEDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,876	Closed	-$631K	–	800
2023 Q3	$631K	Sell	4,876 -30	-0.6%	-$5.76K	0.01%	651
2023 Q2	$1.32M	Buy	4,906 +68	+1%	+$19.5K	0.02%	496
2023 Q1	$1.47M	Buy	4,838 +840	+21%	+$256K	0.03%	449
2022 Q4	$1.13M	Buy	3,998 +41	+1%	+$10.9K	0.02%	498
2022 Q3	$916K	Buy	3,957 +70	+2%	+$20.6K	0.02%	510
2022 Q2	$1.06M	Buy	3,887 +714	+23%	+$195K	0.03%	475
2022 Q1	$1.02M	Buy	3,173 +19	+0.6%	+$5.22K	0.02%	515
2021 Q4	$884K	Buy	3,154 +348	+12%	+$110K	0.02%	556
2021 Q3	$744K	Sell	2,806 -22	-0.8%	-$5.99K	0.02%	576
2021 Q2	$781K	Hold	2,828	–	–	0.02%	572
2021 Q1	$812K	Buy	2,828 +28	+1%	+$8.44K	0.02%	538
2020 Q4	$893K	Buy	+2,800	New	+$774K	0.03%	494

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's SEDG Position: Q4 2023 in Review

Sumitomo Mitsui DS Asset Management sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 4,876 shares — an estimated $631K sold.

Sumitomo Mitsui DS Asset Management first reported a position in SEDG in Q4 2020 and held it in 12 quarters. The position peaked at $1.47M in Q1 2023. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

Sumitomo Mitsui DS Asset Management reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
Sumitomo Mitsui DS Asset Management sold 4,876 SolarEdge shares in Q4 2023, an estimated $631K.
Sumitomo Mitsui DS Asset Management first reported a position in SolarEdge in Q4 2020 and held it in 12 quarters.
Sumitomo Mitsui DS Asset Management's SolarEdge position peaked at $1.47M in Q1 2023.
457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q4 2023, filed 1 Feb 2024.