Trillium Asset Management’s SolarEdge SEDG Stock Holding History

Trillium Asset 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
2024 Q3	–	Sell	-28,807	Closed	-$728K	–	248
2024 Q2	$728K	Buy	28,807 +1,203	+4%	+$62.5K	0.02%	179
2024 Q1	$1.96M	Buy	27,604 +427	+2%	+$30.8K	0.05%	162
2023 Q4	$2.54M	Sell	27,177 -85,230	-76%	-$7.76M	0.07%	153
2023 Q3	$14.6M	Buy	112,407 +14,011	+14%	+$2.69M	0.44%	73
2023 Q2	$26.5M	Sell	98,396 -702	-0.7%	-$201K	0.74%	47
2023 Q1	$28.3M	Buy	99,098 +949	+1%	+$289K	0.83%	44
2022 Q4	$27.8M	Buy	98,149 +5,373	+6%	+$1.43M	0.86%	39
2022 Q3	$21.5M	Buy	92,776 +8,463	+10%	+$2.5M	0.7%	51
2022 Q2	$23.1M	Sell	84,313 -3,444	-4%	-$942K	0.71%	54
2022 Q1	$28.3M	Buy	87,757 +16,615	+23%	+$4.56M	0.75%	51
2021 Q4	$20M	Buy	71,142 +4,206	+6%	+$1.33M	0.47%	79
2021 Q3	$17.8M	Buy	66,936 +24,736	+59%	+$6.73M	0.47%	79
2021 Q2	$11.7M	Buy	+42,200	New	+$10.6M	0.32%	92

Other funds holding SEDG

BlackRock New York $5.7T AUM 30.48% 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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Baillie Gifford & Co

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 $761B AUM 31.28% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return