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 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

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)

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

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

Schroder Investment Management Group

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