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TwinBeech Capital’s SolarEdge SEDG Stock Holding History

TwinBeech Capital’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
2023
Q3 		– Sell
-99,790
Closed -$26.8M – 867
2023
Q2 		$26.8M Buy
+99,790
New +$28.6M 0.53% 49
2022
Q4 		– Sell
-108,072
Closed -$25M – 913
2022
Q3 		$25M Buy
+108,072
New +$31.9M 0.66% 37
2022
Q2 		– Sell
-15,380
Closed -$4.96M – 710
2022
Q1 		$4.96M Buy
15,380
+13,524
+729% +$3.71M 0.22% 126
2021
Q4 		$521K Buy
+1,856
New +$586K 0.03% 417

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TwinBeech Capital's SEDG Position: Q3 2023 in Review

TwinBeech Capital sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 99,790 shares — an estimated $26.8M sold.

TwinBeech Capital first reported a position in SEDG in Q4 2021 and held it in 4 quarters. The position peaked at $26.8M in Q2 2023. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

  • TwinBeech Capital reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
  • TwinBeech Capital sold 99,790 SolarEdge shares in Q3 2023, an estimated $26.8M.
  • TwinBeech Capital first reported a position in SolarEdge in Q4 2021 and held it in 4 quarters.
  • TwinBeech Capital's SolarEdge position peaked at $26.8M in Q2 2023.
  • 573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on TwinBeech Capital's 13F filing for Q3 2023, filed 14 Nov 2023.