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Telemus Capital’s SolarEdge SEDG Stock Holding History

Telemus Capital’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
-1,041
Closed -$280K – 326
2023
Q2 		$280K Sell
1,041
-6
-0.6% -$1.72K 0.02% 272
2023
Q1 		$318K Buy
1,047
+94
+10% +$28.7K 0.03% 261
2022
Q4 		$269K Sell
953
-76
-7% -$20.2K 0.02% 286
2022
Q3 		$238K Sell
1,029
-20
-2% -$5.9K 0.02% 283
2022
Q2 		$287K Buy
1,049
+35
+3% +$9.57K 0.03% 289
2022
Q1 		$327K Buy
1,014
+80
+9% +$22K 0.03% 262
2021
Q4 		$262K Sell
934
-51
-5% -$16.1K 0.02% 322
2021
Q3 		$261K Buy
+985
New +$268K 0.02% 296
2020
Q4 		– Sell
-4,131
Closed -$1.25M – 432
2020
Q3 		$1.25M Buy
4,131
+1,034
+33% +$199K 0.09% 176
2020
Q2 		$494K Buy
+3,097
New +$379K 0.04% 277

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

Telemus Capital's SEDG Position: Q3 2023 in Review

Telemus Capital sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 1,041 shares — an estimated $280K sold.

Telemus Capital first reported a position in SEDG in Q2 2020 and held it in 10 quarters. The position peaked at $1.25M in Q3 2020. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

  • Telemus Capital reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
  • Telemus Capital sold 1,041 SolarEdge shares in Q3 2023, an estimated $280K.
  • Telemus Capital first reported a position in SolarEdge in Q2 2020 and held it in 10 quarters.
  • Telemus Capital's SolarEdge position peaked at $1.25M in Q3 2020.
  • 573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Telemus Capital's 13F filing for Q3 2023, filed 25 Oct 2023.