UFF
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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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return