TrustCore Financial Services’s SolarEdge SEDG Stock Holding History

TrustCore Financial Services’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
2022 Q4	$400K	Hold	1,412	–	–	0.04%	192
2022 Q3	$327K	Hold	1,412	–	–	0.03%	205
2022 Q2	$386K	Buy	1,412 +5	+0.4%	+$1.37K	0.04%	186
2022 Q1	$454K	Buy	1,407 +570	+68%	+$157K	0.04%	183
2021 Q4	$235K	Sell	837 -652	-44%	-$206K	0.03%	236
2021 Q3	$395K	Sell	1,489 -136	-8%	-$37K	0.04%	197
2021 Q2	$449K	Buy	1,625 +17	+1%	+$4.28K	0.05%	185
2021 Q1	$462K	Buy	1,608 +72	+5%	+$21.7K	0.05%	174
2020 Q4	$490K	Buy	1,536 +120	+8%	+$33.2K	0.06%	159
2020 Q3	$338K	Buy	1,416 +7	+0.5%	+$1.34K	0.05%	181
2020 Q2	$196K	Buy	1,409 +403	+40%	+$49.3K	0.03%	228
2020 Q1	$82K	Buy	1,006 +506	+101%	+$53.5K	0.02%	301
2019 Q4	$48K	Buy	+500	New	+$42.8K	0.01%	382

Other funds holding SEDG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TrustCore Financial Services's SEDG Position: Q4 2022 in Review

TrustCore Financial Services held its SolarEdge (SEDG) position steady in Q4 2022 at 1,412 shares worth $400K. The position accounts for 0.04% of the portfolio, ranked #192.

TrustCore Financial Services first reported a position in SEDG in Q4 2019 and has held it in 13 quarters since. The position peaked at $490K in Q4 2020. 674 funds tracked by Wall St. Rank hold SEDG as of Q4 2022.

TrustCore Financial Services held 1,412 shares of SolarEdge worth $400K as of Q4 2022.
TrustCore Financial Services left its SolarEdge share count unchanged in Q4 2022.
SolarEdge made up 0.04% of TrustCore Financial Services's portfolio in Q4 2022, its #192 holding.
TrustCore Financial Services first reported a position in SolarEdge in Q4 2019 and has held it in 13 quarters since.
TrustCore Financial Services's SolarEdge position peaked at $490K in Q4 2020.
674 funds tracked by Wall St. Rank held SolarEdge as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.