SFM
SEDG icon

Systematic Financial Management’s SolarEdge SEDG Stock Holding History

Systematic Financial 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
-60
Closed -$7.77K – 245
2023
Q3 		$7.77K Buy
+60
New +$11.5K ﹤0.01% 236
2018
Q3 		– Sell
-77,784
Closed -$3.72M – 675
2018
Q2 		$3.72M Buy
+77,784
New +$4.31M 0.09% 238

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Systematic Financial Management's SEDG Position: Q4 2023 in Review

Systematic Financial Management sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 60 shares — an estimated $7.77K sold.

Systematic Financial Management first reported a position in SEDG in Q2 2018 and held it in 2 quarters. The position peaked at $3.72M in Q2 2018. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • Systematic Financial Management reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
  • Systematic Financial Management sold 60 SolarEdge shares in Q4 2023, an estimated $7.77K.
  • Systematic Financial Management first reported a position in SolarEdge in Q2 2018 and held it in 2 quarters.
  • Systematic Financial Management's SolarEdge position peaked at $3.72M in Q2 2018.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Systematic Financial Management's 13F filing for Q4 2023, filed 14 Feb 2024.