Triodos Investment Management’s SolarEdge SEDG Stock Holding History

Triodos Investment 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	-167,000	Closed	-$4.22M	–	51
2024 Q2	$4.22M	Hold	167,000	–	–	0.37%	37
2024 Q1	$11.9M	Hold	167,000	–	–	1.07%	35
2023 Q4	$15.6M	Hold	167,000	–	–	1.53%	32
2023 Q3	$21.6M	Buy	167,000 +82,000	+96%	+$15.7M	2.3%	20
2023 Q2	$22.9M	Buy	85,000 +13,000	+18%	+$3.73M	2.28%	21
2023 Q1	$21.9M	Buy	72,000 +12,000	+20%	+$3.66M	2.46%	18
2022 Q4	$17M	Hold	60,000	–	–	2.24%	22
2022 Q3	$13.9M	Sell	60,000 -10,000	-14%	-$2.95M	1.98%	21
2022 Q2	$19.2M	Hold	70,000	–	–	2.7%	15
2022 Q1	$22.6M	Buy	70,000 +5,000	+8%	+$1.37M	2.88%	13
2021 Q4	$18.2M	Buy	65,000 +5,000	+8%	+$1.58M	2.38%	18
2021 Q3	$15.9M	Hold	60,000	–	–	2.14%	21
2021 Q2	$16.6M	Buy	60,000 +10,000	+20%	+$2.52M	2.22%	19
2021 Q1	$14.4M	Sell	50,000 -5,000	-9%	-$1.51M	2.28%	18
2020 Q4	$17.6M	Hold	55,000	–	–	2.9%	15
2020 Q3	$13.1M	Sell	55,000 -30,000	-35%	-$5.77M	2.7%	16
2020 Q2	$11.8M	Sell	85,000 -15,000	-15%	-$1.83M	2.79%	16
2020 Q1	$8.19M	Sell	100,000 -3,000	-3%	-$317K	2.3%	17
2019 Q4	$9.79M	Sell	103,000 -7,000	-6%	-$599K	2.19%	17
2019 Q3	$9.21M	Sell	110,000 -40,000	-27%	-$2.98M	2.34%	17
2019 Q2	$9.37M	Sell	150,000 -60,000	-29%	-$3.03M	2.16%	18
2019 Q1	$7.91M	Hold	210,000	–	–	1.6%	21
2018 Q4	$7.37M	Buy	210,000 +10,000	+5%	+$383K	1.58%	23
2018 Q3	$7.53M	Buy	200,000 +20,000	+11%	+$963K	1.31%	31
2018 Q2	$8.61M	Buy	+180,000	New	+$9.97M	1.62%	26

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

Triodos Investment Management's SEDG Position: Q3 2024 in Review

Triodos Investment Management sold out of SolarEdge (SEDG) in Q3 2024, closing a stake of 167,000 shares — an estimated $4.22M sold.

Triodos Investment Management first reported a position in SEDG in Q2 2018 and held it in 25 quarters. The position peaked at $22.9M in Q2 2023. 294 funds tracked by Wall St. Rank hold SEDG as of Q3 2024.

Triodos Investment Management reported no remaining SolarEdge position as of Q3 2024 after selling out during the quarter.
Triodos Investment Management sold 167,000 SolarEdge shares in Q3 2024, an estimated $4.22M.
Triodos Investment Management first reported a position in SolarEdge in Q2 2018 and held it in 25 quarters.
Triodos Investment Management's SolarEdge position peaked at $22.9M in Q2 2023.
294 funds tracked by Wall St. Rank held SolarEdge as of Q3 2024.

Based on Triodos Investment Management's 13F filing for Q3 2024, filed 12 Nov 2024.