Syntax Advisors’s SolarEdge SEDG Stock Holding History

Syntax Advisors’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	$214K	Buy	1,655 +785	+90%	+$151K	0.19%	163
2023 Q2	$234K	Buy	870 +29	+3%	+$8.32K	0.19%	152
2023 Q1	$256K	Buy	841 +33	+4%	+$10.1K	0.19%	138
2022 Q4	$229K	Sell	808 -63	-7%	-$16.7K	0.19%	152
2022 Q3	$202K	Sell	871 -30	-3%	-$8.85K	0.17%	189
2022 Q2	$247K	Buy	901 +136	+18%	+$37.2K	0.21%	131
2022 Q1	$247K	Sell	765 -130	-15%	-$35.7K	0.21%	147
2021 Q4	$251K	Buy	+895	New	+$283K	0.19%	171

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

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

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

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

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 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

Syntax Advisors's SEDG Position: Q3 2023 in Review

Syntax Advisors increased its SolarEdge (SEDG) stake by 90% in Q3 2023, buying an estimated $151K and bringing the position to 1,655 shares worth $214K. The position accounts for 0.19% of the portfolio, ranked #163.

Syntax Advisors first reported a position in SEDG in Q4 2021 and has held it in 8 quarters since. The position peaked at $256K in Q1 2023. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

Syntax Advisors held 1,655 shares of SolarEdge worth $214K as of Q3 2023.
Syntax Advisors bought 785 SolarEdge shares in Q3 2023, an estimated $151K.
SolarEdge made up 0.19% of Syntax Advisors's portfolio in Q3 2023, its #163 holding.
Syntax Advisors first reported a position in SolarEdge in Q4 2021 and has held it in 8 quarters since.
Syntax Advisors's SolarEdge position peaked at $256K in Q1 2023.
573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.