TFC Financial Management’s SolarEdge SEDG Stock Holding History

TFC 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	-200	Closed	-$25.9K	–	717
2023 Q3	$25.9K	Sell	200 -88	-31%	-$16.9K	0.01%	272
2023 Q2	$77.5K	Sell	288 -2	-0.7%	-$574	0.02%	190
2023 Q1	$88.1K	Buy	290 +17	+6%	+$5.18K	0.02%	180
2022 Q4	$77.3K	Hold	273	–	–	0.02%	177
2022 Q3	$63K	Hold	273	–	–	0.02%	182
2022 Q2	$75K	Sell	273 -70	-20%	-$19.1K	0.02%	175
2022 Q1	$111K	Buy	343 +34	+11%	+$9.34K	0.03%	150
2021 Q4	$87K	Sell	309 -33	-10%	-$10.4K	0.03%	175
2021 Q3	$91K	Hold	342	–	–	0.03%	168
2021 Q2	$95K	Hold	342	–	–	0.03%	159
2021 Q1	$98K	Hold	342	–	–	0.04%	149
2020 Q4	$109K	Hold	342	–	–	0.05%	136
2020 Q3	$82K	Buy	+342	New	+$65.7K	0.04%	139

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

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

TFC Financial Management sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 200 shares — an estimated $25.9K sold.

TFC Financial Management first reported a position in SEDG in Q3 2020 and held it in 13 quarters. The position peaked at $111K in Q1 2022. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

TFC Financial Management reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
TFC Financial Management sold 200 SolarEdge shares in Q4 2023, an estimated $25.9K.
TFC Financial Management first reported a position in SolarEdge in Q3 2020 and held it in 13 quarters.
TFC Financial Management's SolarEdge position peaked at $111K in Q1 2022.
457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on TFC Financial Management's 13F filing for Q4 2023, filed 25 Jan 2024.