Utah Peaks Capital’s SolarEdge SEDG Stock Holding History

Utah Peaks Capital’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 Q1	–	Sell	-1,230	Closed	-$348K	–	67
2022 Q4	$348K	Buy	+1,230	New	+$326K	0.63%	33

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

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

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Utah Peaks Capital's SEDG Position: Q1 2023 in Review

Utah Peaks Capital sold out of SolarEdge (SEDG) in Q1 2023, closing a stake of 1,230 shares — an estimated $348K sold.

Utah Peaks Capital first reported a position in SEDG in Q4 2022 and held it in 1 quarter. The position peaked at $348K in Q4 2022. 686 funds tracked by Wall St. Rank hold SEDG as of Q1 2023.

Utah Peaks Capital reported no remaining SolarEdge position as of Q1 2023 after selling out during the quarter.
Utah Peaks Capital sold 1,230 SolarEdge shares in Q1 2023, an estimated $348K.
Utah Peaks Capital first reported a position in SolarEdge in Q4 2022 and held it in 1 quarter.
Utah Peaks Capital's SolarEdge position peaked at $348K in Q4 2022.
686 funds tracked by Wall St. Rank held SolarEdge as of Q1 2023.

Based on Utah Peaks Capital's 13F filing for Q1 2023, filed 15 May 2023.