Valmark Advisers’s SolarEdge SEDG Stock Holding History

Valmark Advisers’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
2024 Q2	–	Sell	-7,283	Closed	-$517K	–	574
2024 Q1	$517K	Buy	+7,283	New	+$526K	0.01%	378

Other funds holding SEDG

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Valmark Advisers's SEDG Position: Q2 2024 in Review

Valmark Advisers sold out of SolarEdge (SEDG) in Q2 2024, closing a stake of 7,283 shares — an estimated $517K sold.

Valmark Advisers first reported a position in SEDG in Q1 2024 and held it in 1 quarter. The position peaked at $517K in Q1 2024. 333 funds tracked by Wall St. Rank hold SEDG as of Q2 2024.

Valmark Advisers reported no remaining SolarEdge position as of Q2 2024 after selling out during the quarter.
Valmark Advisers sold 7,283 SolarEdge shares in Q2 2024, an estimated $517K.
Valmark Advisers first reported a position in SolarEdge in Q1 2024 and held it in 1 quarter.
Valmark Advisers's SolarEdge position peaked at $517K in Q1 2024.
333 funds tracked by Wall St. Rank held SolarEdge as of Q2 2024.

Based on Valmark Advisers's 13F filing for Q2 2024, filed 1 Aug 2024.