Truist Financial
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Truist Financial’s SolarEdge SEDG Stock Holding History

Truist Financial’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
Q1 		– Sell
-2,244
Closed -$210K – 2725
2023
Q4 		$210K Sell
2,244
-221
-9% -$20.1K ﹤0.01% 2482
2023
Q3 		$319K Sell
2,465
-3,094
-56% -$594K ﹤0.01% 2197
2023
Q2 		$1.5M Buy
5,559
+2,383
+75% +$683K ﹤0.01% 1388
2023
Q1 		$965K Sell
3,176
-1,107
-26% -$337K ﹤0.01% 1571
2022
Q4 		$1.21M Sell
4,283
-150
-3% -$39.8K ﹤0.01% 1464
2022
Q3 		$1.03M Buy
4,433
+197
+5% +$58.1K ﹤0.01% 1482
2022
Q2 		$1.16M Sell
4,236
-394
-9% -$108K ﹤0.01% 1469
2022
Q1 		$1.49M Buy
4,630
+507
+12% +$139K ﹤0.01% 1425
2021
Q4 		$1.16M Buy
4,123
+241
+6% +$76.1K ﹤0.01% 1552
2021
Q3 		$1.03M Buy
3,882
+158
+4% +$43K ﹤0.01% 1587
2021
Q2 		$1.03M Sell
3,724
-1,049
-22% -$264K ﹤0.01% 1631
2021
Q1 		$1.37M Sell
4,773
-432
-8% -$130K ﹤0.01% 1409
2020
Q4 		$1.66M Sell
5,205
-387
-7% -$107K ﹤0.01% 1255
2020
Q3 		$1.33M Buy
5,592
+892
+19% +$171K ﹤0.01% 1245
2020
Q2 		$652K Buy
+4,700
New +$575K ﹤0.01% 1486

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Truist Financial's SEDG Position: Q1 2024 in Review

Truist Financial sold out of SolarEdge (SEDG) in Q1 2024, closing a stake of 2,244 shares — an estimated $210K sold.

Truist Financial first reported a position in SEDG in Q2 2020 and held it in 15 quarters. The position peaked at $1.66M in Q4 2020. 372 funds tracked by Wall St. Rank hold SEDG as of Q1 2024.

  • Truist Financial reported no remaining SolarEdge position as of Q1 2024 after selling out during the quarter.
  • Truist Financial sold 2,244 SolarEdge shares in Q1 2024, an estimated $210K.
  • Truist Financial first reported a position in SolarEdge in Q2 2020 and held it in 15 quarters.
  • Truist Financial's SolarEdge position peaked at $1.66M in Q4 2020.
  • 372 funds tracked by Wall St. Rank held SolarEdge as of Q1 2024.

Based on Truist Financial's 13F filing for Q1 2024, filed 13 May 2024.