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Synergy Financial Group’s SolarEdge SEDG Stock Holding History

Synergy Financial Group’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
Q3 		– Sell
-996
Closed -$268K – 82
2023
Q2 		$268K Hold
996
– – 0.36% 62
2023
Q1 		$303K Hold
996
– – 0.49% 51
2022
Q4 		$282K Sell
996
-249
-20% -$66.1K 0.56% 52
2022
Q3 		$288K Hold
1,245
– – 0.43% 63
2022
Q2 		$341K Hold
1,245
– – 0.53% 54
2022
Q1 		$401K Hold
1,245
– – 0.42% 60
2021
Q4 		$349K Buy
+1,245
New +$393K 0.31% 74

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Synergy Financial Group's SEDG Position: Q3 2023 in Review

Synergy Financial Group sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 996 shares — an estimated $268K sold.

Synergy Financial Group first reported a position in SEDG in Q4 2021 and held it in 7 quarters. The position peaked at $401K in Q1 2022. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

  • Synergy Financial Group reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
  • Synergy Financial Group sold 996 SolarEdge shares in Q3 2023, an estimated $268K.
  • Synergy Financial Group first reported a position in SolarEdge in Q4 2021 and held it in 7 quarters.
  • Synergy Financial Group's SolarEdge position peaked at $401K in Q1 2022.
  • 573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Synergy Financial Group's 13F filing for Q3 2023, filed 2 Nov 2023.