Trust Company of Vermont’s SolarEdge SEDG Stock Holding History

Trust Company of Vermont’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 Q4	–	Sell	-566	Closed	-$13K	–	1106
2024 Q3	$13K	Hold	566	–	–	﹤0.01%	721
2024 Q2	$14.3K	Sell	566 -435	-43%	-$22.6K	﹤0.01%	663
2024 Q1	$71.1K	Buy	1,001 +506	+102%	+$36.5K	﹤0.01%	439
2023 Q4	$46.3K	Sell	495 -506	-51%	-$46.1K	﹤0.01%	440
2023 Q3	$130K	Hold	1,001	–	–	0.01%	343
2023 Q2	$269K	Hold	1,001	–	–	0.02%	280
2023 Q1	$304K	Buy	1,001 +25	+3%	+$7.62K	0.02%	267
2022 Q4	$276K	Buy	976 +35	+4%	+$9.29K	0.02%	264
2022 Q3	$218K	Hold	941	–	–	0.02%	287
2022 Q2	$257K	Hold	941	–	–	0.02%	270
2022 Q1	$303K	Hold	941	–	–	0.02%	264
2021 Q4	$264K	Hold	941	–	–	0.02%	290
2021 Q3	$249K	Hold	941	–	–	0.02%	284
2021 Q2	$260K	Hold	941	–	–	0.02%	285
2021 Q1	$270K	Hold	941	–	–	0.02%	269
2020 Q4	$300K	Hold	941	–	–	0.02%	251
2020 Q3	$225K	Hold	941	–	–	0.02%	264
2020 Q2	$130K	Hold	941	–	–	0.01%	328
2020 Q1	$77K	Hold	941	–	–	0.01%	385
2019 Q4	$89K	Hold	941	–	–	0.01%	405
2019 Q3	$78K	Hold	941	–	–	0.01%	428
2019 Q2	$59K	Hold	941	–	–	﹤0.01%	459
2019 Q1	$35K	Buy	941 +435	+86%	+$17.4K	﹤0.01%	525
2018 Q4	$18K	Buy	506 +423	+510%	+$16.2K	﹤0.01%	639
2018 Q3	$3K	Hold	83	–	–	﹤0.01%	976
2018 Q2	$4K	Hold	83	–	–	﹤0.01%	981
2018 Q1	$4K	Hold	83	–	–	﹤0.01%	866
2017 Q4	$3K	Buy	+83	New	+$2.86K	﹤0.01%	905

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Trust Company of Vermont's SEDG Position: Q4 2024 in Review

Trust Company of Vermont sold out of SolarEdge (SEDG) in Q4 2024, closing a stake of 566 shares — an estimated $13K sold.

Trust Company of Vermont first reported a position in SEDG in Q4 2017 and held it in 28 quarters. The position peaked at $304K in Q1 2023. 280 funds tracked by Wall St. Rank hold SEDG as of Q4 2024.

Trust Company of Vermont reported no remaining SolarEdge position as of Q4 2024 after selling out during the quarter.
Trust Company of Vermont sold 566 SolarEdge shares in Q4 2024, an estimated $13K.
Trust Company of Vermont first reported a position in SolarEdge in Q4 2017 and held it in 28 quarters.
Trust Company of Vermont's SolarEdge position peaked at $304K in Q1 2023.
280 funds tracked by Wall St. Rank held SolarEdge as of Q4 2024.

Based on Trust Company of Vermont's 13F filing for Q4 2024, filed 15 Jan 2025.