T
SEDG icon

TOBAM’s SolarEdge SEDG Stock Holding History

TOBAM’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
-5,855
Closed -$758K – 401
2023
Q3 		$758K Sell
5,855
-23,159
-80% -$4.44M 0.06% 113
2023
Q2 		$7.81M Sell
29,014
-32,087
-53% -$9.2M 0.59% 47
2023
Q1 		$18.6M Buy
61,101
+1,743
+3% +$531K 1.22% 34
2022
Q4 		$16.8M Sell
59,358
-7,661
-11% -$2.03M 1.11% 34
2022
Q3 		$15.5M Buy
67,019
+6,654
+11% +$1.96M 1.08% 34
2022
Q2 		$16.5M Buy
60,365
+31,406
+108% +$8.59M 1.04% 36
2022
Q1 		$9.34M Buy
28,959
+28,795
+17,558% +$7.91M 0.47% 61
2021
Q4 		$46K Hold
164
– – ﹤0.01% 363
2021
Q3 		$43K Hold
164
– – ﹤0.01% 382
2021
Q2 		$45K Hold
164
– – ﹤0.01% 358
2021
Q1 		$47K Sell
164
-544
-77% -$164K ﹤0.01% 346
2020
Q4 		$226K Buy
708
+172
+32% +$47.5K 0.01% 180
2020
Q3 		$128K Buy
+536
New +$103K 0.01% 200

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

TOBAM's SEDG Position: Q4 2023 in Review

TOBAM sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 5,855 shares — an estimated $758K sold.

TOBAM first reported a position in SEDG in Q3 2020 and held it in 13 quarters. The position peaked at $18.6M in Q1 2023. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • TOBAM reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
  • TOBAM sold 5,855 SolarEdge shares in Q4 2023, an estimated $758K.
  • TOBAM first reported a position in SolarEdge in Q3 2020 and held it in 13 quarters.
  • TOBAM's SolarEdge position peaked at $18.6M in Q1 2023.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on TOBAM's 13F filing for Q4 2023, filed 26 Jan 2024.