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Sycomore Asset Management’s SolarEdge SEDG Stock Holding History

Sycomore 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
-11,285
Closed -$1.52M – 86
2023
Q3 		$1.52M Sell
11,285
-5,408
-32% -$1.04M 0.39% 51
2023
Q2 		$4.31M Buy
16,693
+7,340
+78% +$2.1M 1.01% 33
2023
Q1 		$2.66M Buy
9,353
+6,231
+200% +$1.9M 0.76% 34
2022
Q4 		$968K Buy
3,122
+1,967
+170% +$522K 0.27% 60
2022
Q3 		$286K Buy
1,155
+500
+76% +$147K 0.08% 89
2022
Q2 		$183K Hold
655
– – 0.04% 87
2022
Q1 		$213K Buy
655
+182
+38% +$50K 0.04% 89
2021
Q4 		$132K Buy
+473
New +$149K 0.02% 101

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sycomore Asset Management's SEDG Position: Q4 2023 in Review

Sycomore Asset Management sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 11,285 shares — an estimated $1.52M sold.

Sycomore Asset Management first reported a position in SEDG in Q4 2021 and held it in 8 quarters. The position peaked at $4.31M in Q2 2023. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • Sycomore Asset Management reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
  • Sycomore Asset Management sold 11,285 SolarEdge shares in Q4 2023, an estimated $1.52M.
  • Sycomore Asset Management first reported a position in SolarEdge in Q4 2021 and held it in 8 quarters.
  • Sycomore Asset Management's SolarEdge position peaked at $4.31M in Q2 2023.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Sycomore Asset Management's 13F filing for Q4 2023, filed 2 Feb 2024.