Tarbox Family Office’s SolarEdge SEDG Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-14	Closed	-$5K	–	823
2022 Q1	$5K	Buy	+14	New	+$3.85K	﹤0.01%	547
2020 Q1	–	Sell	-19	Closed	-$2K	–	1296
2019 Q4	$2K	Sell	19 -10	-34%	-$855	﹤0.01%	845
2019 Q3	$2K	Hold	29	–	–	﹤0.01%	778
2019 Q2	$2K	Buy	+29	New	+$1.46K	﹤0.01%	788

Other funds holding SEDG

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Tarbox Family Office's SEDG Position: Q2 2022 in Review

Tarbox Family Office sold out of SolarEdge (SEDG) in Q2 2022, closing a stake of 14 shares — an estimated $5K sold.

Tarbox Family Office first reported a position in SEDG in Q2 2019 and held it in 4 quarters. The position peaked at $5K in Q1 2022. 637 funds tracked by Wall St. Rank hold SEDG as of Q2 2022.

Tarbox Family Office reported no remaining SolarEdge position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 14 SolarEdge shares in Q2 2022, an estimated $5K.
Tarbox Family Office first reported a position in SolarEdge in Q2 2019 and held it in 4 quarters.
Tarbox Family Office's SolarEdge position peaked at $5K in Q1 2022.
637 funds tracked by Wall St. Rank held SolarEdge as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.