The Family Firm’s SolarEdge SEDG Stock Holding History

The Family Firm’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
2024 Q3	–	Sell	-70	Closed	-$1.77K	–	725
2024 Q2	$1.77K	Buy	+70	New	+$3.64K	﹤0.01%	795

Other funds holding SEDG

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

The Family Firm's SEDG Position: Q3 2024 in Review

The Family Firm sold out of SolarEdge (SEDG) in Q3 2024, closing a stake of 70 shares — an estimated $1.77K sold.

The Family Firm first reported a position in SEDG in Q2 2024 and held it in 1 quarter. The position peaked at $1.77K in Q2 2024. 294 funds tracked by Wall St. Rank hold SEDG as of Q3 2024.

The Family Firm reported no remaining SolarEdge position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 70 SolarEdge shares in Q3 2024, an estimated $1.77K.
The Family Firm first reported a position in SolarEdge in Q2 2024 and held it in 1 quarter.
The Family Firm's SolarEdge position peaked at $1.77K in Q2 2024.
294 funds tracked by Wall St. Rank held SolarEdge as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.