UBS AM’s SolarEdge SEDG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.97M | Buy |
243,847
+23,341
| +11% | +$476K | ﹤0.01% | 1707 |
|
2025
Q1 | $3.57M | Sell |
220,506
-20,840
| -9% | -$337K | ﹤0.01% | 1729 |
|
2024
Q4 | $3.28M | Buy |
241,346
+15,549
| +7% | +$211K | ﹤0.01% | 1811 |
|
2024
Q3 | $5.17M | Sell |
225,797
-31,417
| -12% | -$720K | ﹤0.01% | 1553 |
|
2024
Q2 | $6.5M | Sell |
257,214
-212,931
| -45% | -$5.38M | ﹤0.01% | 1345 |
|
2024
Q1 | $33.4M | Sell |
470,145
-229,632
| -33% | -$16.3M | 0.01% | 679 |
|
2023
Q4 | $65.5M | Buy |
699,777
+38,532
| +6% | +$3.61M | 0.03% | 531 |
|
2023
Q3 | $85.6M | Buy |
661,245
+209,568
| +46% | +$27.1M | 0.04% | 435 |
|
2023
Q2 | $137M | Hold |
451,677
| – | – | 0.07% | 320 |
|
2023
Q1 | $137M | Buy |
451,677
+53,581
| +13% | +$16.3M | 0.07% | 320 |
|
2022
Q4 | $113M | Sell |
398,096
-1,332
| -0.3% | -$377K | 0.06% | 356 |
|
2022
Q3 | $92.5M | Buy |
399,428
+30,189
| +8% | +$6.99M | 0.05% | 390 |
|
2022
Q2 | $101M | Sell |
369,239
-11,011
| -3% | -$3.01M | 0.05% | 374 |
|
2022
Q1 | $123M | Sell |
380,250
-6,346
| -2% | -$2.05M | 0.05% | 371 |
|
2021
Q4 | $108M | Sell |
386,596
-136,915
| -26% | -$38.4M | 0.04% | 445 |
|
2021
Q3 | $139M | Buy |
523,511
+80,345
| +18% | +$21.3M | 0.06% | 336 |
|
2021
Q2 | $122M | Buy |
443,166
+23,619
| +6% | +$6.53M | 0.05% | 378 |
|
2021
Q1 | $121M | Sell |
419,547
-88,529
| -17% | -$25.4M | 0.05% | 378 |
|
2020
Q4 | $162M | Buy |
508,076
+299,217
| +143% | +$95.5M | 0.08% | 276 |
|
2020
Q3 | $49.8M | Sell |
208,859
-36,609
| -15% | -$8.73M | 0.03% | 536 |
|
2020
Q2 | $34.1M | Buy |
245,468
+197,507
| +412% | +$27.4M | 0.02% | 595 |
|
2020
Q1 | $3.93M | Sell |
47,961
-105
| -0.2% | -$8.6K | ﹤0.01% | 1135 |
|
2019
Q4 | $4.57M | Buy |
48,066
+7,577
| +19% | +$720K | ﹤0.01% | 1227 |
|
2019
Q3 | $3.39M | Buy |
40,489
+7,319
| +22% | +$613K | ﹤0.01% | 1369 |
|
2019
Q2 | $2.07M | Buy |
33,170
+8,244
| +33% | +$515K | ﹤0.01% | 1570 |
|
2019
Q1 | $939K | Buy |
24,926
+5,756
| +30% | +$217K | ﹤0.01% | 1852 |
|
2018
Q4 | $673K | Buy |
19,170
+1,849
| +11% | +$64.9K | ﹤0.01% | 1883 |
|
2018
Q3 | $652K | Sell |
17,321
-4,824
| -22% | -$182K | ﹤0.01% | 1969 |
|
2018
Q2 | $1.06M | Buy |
22,145
+5,021
| +29% | +$240K | ﹤0.01% | 1801 |
|
2018
Q1 | $901K | Buy |
17,124
+11,324
| +195% | +$596K | ﹤0.01% | 1825 |
|
2017
Q4 | $218K | Buy |
+5,800
| New | +$218K | ﹤0.01% | 2270 |
|
2016
Q4 | – | Sell |
-10,000
| Closed | -$172K | – | 2635 |
|
2016
Q3 | $172K | Hold |
10,000
| – | – | ﹤0.01% | 2500 |
|
2016
Q2 | $196K | Buy |
+10,000
| New | +$196K | ﹤0.01% | 2452 |
|