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United Capital Financial Advisors’s SolarEdge SEDG Stock Holding History

United Capital Financial Advisors’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
-1,585
Closed -$205K – 1119
2023
Q3 		$205K Sell
1,585
-9
-0.6% -$1.73K ﹤0.01% 798
2023
Q2 		$429K Sell
1,594
-516
-24% -$148K ﹤0.01% 704
2023
Q1 		$641K Sell
2,110
-237
-10% -$72.3K ﹤0.01% 676
2022
Q4 		$665K Sell
2,347
-142
-6% -$37.7K ﹤0.01% 709
2022
Q3 		$576K Buy
2,489
+162
+7% +$47.8K ﹤0.01% 737
2022
Q2 		$637K Sell
2,327
-67
-3% -$18.3K ﹤0.01% 735
2022
Q1 		$772K Buy
2,394
+46
+2% +$12.6K ﹤0.01% 723
2021
Q4 		$659K Buy
2,348
+196
+9% +$61.9K ﹤0.01% 791
2021
Q3 		$571K Buy
2,152
+21
+1% +$5.72K ﹤0.01% 824
2021
Q2 		$589K Sell
2,131
-45
-2% -$11.3K ﹤0.01% 828
2021
Q1 		$625K Hold
2,176
– – ﹤0.01% 789
2020
Q4 		$694K Buy
2,176
+49
+2% +$13.5K ﹤0.01% 765
2020
Q3 		$507K Buy
2,127
+50
+2% +$9.61K ﹤0.01% 827
2020
Q2 		$288K Buy
+2,077
New +$254K ﹤0.01% 1009
2020
Q1 		– Sell
-2,141
Closed -$204K – 1341
2019
Q4 		$204K Buy
+2,141
New +$183K ﹤0.01% 1276

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

United Capital Financial Advisors's SEDG Position: Q4 2023 in Review

United Capital Financial Advisors sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 1,585 shares — an estimated $205K sold.

United Capital Financial Advisors first reported a position in SEDG in Q4 2019 and held it in 15 quarters. The position peaked at $772K in Q1 2022. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • United Capital Financial Advisors reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 1,585 SolarEdge shares in Q4 2023, an estimated $205K.
  • United Capital Financial Advisors first reported a position in SolarEdge in Q4 2019 and held it in 15 quarters.
  • United Capital Financial Advisors's SolarEdge position peaked at $772K in Q1 2022.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on United Capital Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.