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Unigestion Holding’s SolarEdge SEDG Stock Holding History

Unigestion Holding’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
Q4 		– Sell
-1,788
Closed -$232K – 193
2023
Q3 		$232K Sell
1,788
-630
-26% -$121K 0.01% 180
2023
Q2 		$614K Sell
2,418
-439
-15% -$126K 0.04% 154
2023
Q1 		$846K Buy
2,857
+558
+24% +$170K 0.05% 153
2022
Q4 		$645K Buy
2,299
+170
+8% +$45.1K 0.03% 188
2022
Q3 		$502K Sell
2,129
-517
-20% -$152K 0.03% 168
2022
Q2 		$724K Buy
2,646
+1,343
+103% +$367K 0.04% 155
2022
Q1 		$409K Buy
+1,303
New +$358K 0.02% 176

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Unigestion Holding's SEDG Position: Q4 2023 in Review

Unigestion Holding sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 1,788 shares — an estimated $232K sold.

Unigestion Holding first reported a position in SEDG in Q1 2022 and held it in 7 quarters. The position peaked at $846K in Q1 2023. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • Unigestion Holding reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
  • Unigestion Holding sold 1,788 SolarEdge shares in Q4 2023, an estimated $232K.
  • Unigestion Holding first reported a position in SolarEdge in Q1 2022 and held it in 7 quarters.
  • Unigestion Holding's SolarEdge position peaked at $846K in Q1 2023.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Unigestion Holding's 13F filing for Q4 2023, filed 14 Feb 2024.