Vancity Investment Management’s SolarEdge SEDG Stock Holding History

Vancity Investment Management’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 Q1	–	Sell	-18,536	Closed	-$1.74M	–	70
2023 Q4	$1.74M	Buy	18,536 +586	+3%	+$53.3K	0.25%	44
2023 Q3	$2.33M	Hold	17,950	–	–	0.3%	49
2023 Q2	$4.83M	Hold	17,950	–	–	0.62%	48
2023 Q1	$5.46M	Sell	17,950 -1,631	-8%	-$497K	0.77%	48
2022 Q4	$5.55M	Hold	19,581	–	–	0.83%	49
2022 Q3	$4.53M	Sell	19,581 -762	-4%	-$225K	0.72%	50
2022 Q2	$5.57M	Buy	20,343 +1,022	+5%	+$279K	0.79%	51
2022 Q1	$6.23M	Buy	19,321 +926	+5%	+$254K	0.74%	55
2021 Q4	$5.16M	Buy	18,395 +575	+3%	+$182K	0.59%	54
2021 Q3	$4.73M	Sell	17,820 -8,546	-32%	-$2.33M	0.6%	53
2021 Q2	$7.29M	Buy	26,366 +4,338	+20%	+$1.09M	1.02%	42
2021 Q1	$6.33M	Buy	22,028 +418	+2%	+$126K	1.17%	43
2020 Q4	$6.9M	Buy	+21,610	New	+$5.97M	1.38%	29

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

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

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

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

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

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

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Vancity Investment Management's SEDG Position: Q1 2024 in Review

Vancity Investment Management sold out of SolarEdge (SEDG) in Q1 2024, closing a stake of 18,536 shares — an estimated $1.74M sold.

Vancity Investment Management first reported a position in SEDG in Q4 2020 and held it in 13 quarters. The position peaked at $7.29M in Q2 2021. 372 funds tracked by Wall St. Rank hold SEDG as of Q1 2024.

Vancity Investment Management reported no remaining SolarEdge position as of Q1 2024 after selling out during the quarter.
Vancity Investment Management sold 18,536 SolarEdge shares in Q1 2024, an estimated $1.74M.
Vancity Investment Management first reported a position in SolarEdge in Q4 2020 and held it in 13 quarters.
Vancity Investment Management's SolarEdge position peaked at $7.29M in Q2 2021.
372 funds tracked by Wall St. Rank held SolarEdge as of Q1 2024.

Based on Vancity Investment Management's 13F filing for Q1 2024, filed 16 May 2024.