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USA Financial Formulas’s SolarEdge SEDG Stock Holding History

USA Financial Formulas’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
2020
Q4 		– Sell
-2,146
Closed -$511K – 403
2020
Q3 		$511K Buy
+2,146
New +$412K 0.39% 73
2018
Q3 		– Sell
-8,311
Closed -$437K – 382
2018
Q2 		$437K Sell
8,311
-45
-0.5% -$2.49K 0.11% 152
2018
Q1 		$440K Buy
+8,356
New +$366K 0.11% 152
2017
Q4 		– Sell
-18,106
Closed -$517K – 333
2017
Q3 		$517K Buy
+18,106
New +$456K 0.12% 166

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

USA Financial Formulas's SEDG Position: Q4 2020 in Review

USA Financial Formulas sold out of SolarEdge (SEDG) in Q4 2020, closing a stake of 2,146 shares — an estimated $511K sold.

USA Financial Formulas first reported a position in SEDG in Q3 2017 and held it in 4 quarters. The position peaked at $517K in Q3 2017. 557 funds tracked by Wall St. Rank hold SEDG as of Q4 2020.

  • USA Financial Formulas reported no remaining SolarEdge position as of Q4 2020 after selling out during the quarter.
  • USA Financial Formulas sold 2,146 SolarEdge shares in Q4 2020, an estimated $511K.
  • USA Financial Formulas first reported a position in SolarEdge in Q3 2017 and held it in 4 quarters.
  • USA Financial Formulas's SolarEdge position peaked at $517K in Q3 2017.
  • 557 funds tracked by Wall St. Rank held SolarEdge as of Q4 2020.

Based on USA Financial Formulas's 13F filing for Q4 2020, filed 29 Jan 2021.