Symmetry Partners’s SolarEdge SEDG Stock Holding History

Symmetry Partners’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 Q2	–	Sell	-685	Closed	-$208K	–	592
2023 Q1	$208K	Buy	+685	New	+$209K	0.01%	534
2022 Q2	–	Sell	-685	Closed	-$221K	–	576
2022 Q1	$221K	Buy	+685	New	+$188K	0.01%	551
2021 Q4	–	Sell	-952	Closed	-$246K	–	637
2021 Q3	$246K	Hold	952	–	–	0.02%	595
2021 Q2	$263K	Sell	952 -2,339	-71%	-$589K	0.02%	594
2021 Q1	$946K	Sell	3,291 -52	-2%	-$15.7K	0.07%	212
2020 Q4	$1.07M	Buy	3,343 +274	+9%	+$75.7K	0.08%	170
2020 Q3	$731K	Buy	+3,069	New	+$590K	0.06%	224

Other funds holding SEDG

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Symmetry Partners's SEDG Position: Q2 2023 in Review

Symmetry Partners sold out of SolarEdge (SEDG) in Q2 2023, closing a stake of 685 shares — an estimated $208K sold.

Symmetry Partners first reported a position in SEDG in Q3 2020 and held it in 7 quarters. The position peaked at $1.07M in Q4 2020. 671 funds tracked by Wall St. Rank hold SEDG as of Q2 2023.

Symmetry Partners reported no remaining SolarEdge position as of Q2 2023 after selling out during the quarter.
Symmetry Partners sold 685 SolarEdge shares in Q2 2023, an estimated $208K.
Symmetry Partners first reported a position in SolarEdge in Q3 2020 and held it in 7 quarters.
Symmetry Partners's SolarEdge position peaked at $1.07M in Q4 2020.
671 funds tracked by Wall St. Rank held SolarEdge as of Q2 2023.

Based on Symmetry Partners's 13F filing for Q2 2023, filed 5 Jul 2023.