US Asset Management LLC’s SolarEdge SEDG Stock Holding History

US Asset Management LLC’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 Q2	–	Sell	-722	Closed	-$219K	–	214
2023 Q1	$219K	Sell	722 -10	-1%	-$3.05K	0.22%	119
2022 Q4	$207K	Buy	+732	New	+$194K	0.22%	121
2022 Q2	$202K	Buy	739 +15	+2%	+$4.1K	0.22%	121
2022 Q1	$233K	Hold	724	–	–	0.21%	115
2021 Q4	$203K	Hold	724	–	–	0.19%	128
2021 Q3	$192K	Buy	+724	New	+$197K	0.19%	128

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

US Asset Management LLC's SEDG Position: Q2 2023 in Review

US Asset Management LLC sold out of SolarEdge (SEDG) in Q2 2023, closing a stake of 722 shares — an estimated $219K sold.

US Asset Management LLC first reported a position in SEDG in Q3 2021 and held it in 6 quarters. The position peaked at $233K in Q1 2022. 671 funds tracked by Wall St. Rank hold SEDG as of Q2 2023.

US Asset Management LLC reported no remaining SolarEdge position as of Q2 2023 after selling out during the quarter.
US Asset Management LLC sold 722 SolarEdge shares in Q2 2023, an estimated $219K.
US Asset Management LLC first reported a position in SolarEdge in Q3 2021 and held it in 6 quarters.
US Asset Management LLC's SolarEdge position peaked at $233K in Q1 2022.
671 funds tracked by Wall St. Rank held SolarEdge as of Q2 2023.

Based on US Asset Management LLC's 13F filing for Q2 2023, filed 22 Aug 2023.