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SEDG icon

Veritable’s SolarEdge SEDG Stock Holding History

Veritable’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
Q3 		– Sell
-762
Closed -$205K – 657
2023
Q2 		$205K Sell
762
-51
-6% -$14.6K ﹤0.01% 838
2023
Q1 		$247K Sell
813
-151
-16% -$46K ﹤0.01% 759
2022
Q4 		$273K Sell
964
-1,296
-57% -$344K ﹤0.01% 685
2022
Q3 		$523K Sell
2,260
-736
-25% -$217K 0.01% 483
2022
Q2 		$820K Sell
2,996
-46
-2% -$12.6K 0.01% 421
2022
Q1 		$981K Buy
3,042
+1,408
+86% +$387K 0.02% 406
2021
Q4 		$458K Buy
1,634
+105
+7% +$33.2K 0.01% 589
2021
Q3 		$406K Sell
1,529
-76
-5% -$20.7K 0.01% 612
2021
Q2 		$444K Buy
1,605
+27
+2% +$6.8K 0.01% 572
2021
Q1 		$454K Buy
1,578
+1
+0.1% +$302 0.01% 536
2020
Q4 		$503K Buy
+1,577
New +$436K 0.01% 493
2018
Q1 		– Sell
-24,408
Closed -$917K – 824
2017
Q4 		$917K Sell
24,408
-13,190
-35% -$454K 0.02% 352
2017
Q3 		$1.07M Sell
37,598
-18,365
-33% -$463K 0.02% 331
2017
Q2 		$1.12M Hold
55,963
– – 0.03% 330
2017
Q1 		$873K Hold
55,963
– – 0.02% 356
2016
Q4 		$694K Sell
55,963
-500
-0.9% -$6.94K 0.02% 388
2016
Q3 		$973K Sell
56,463
-500
-0.9% -$8.81K 0.02% 320
2016
Q2 		$1.12M Sell
56,963
-500
-0.9% -$11.3K 0.03% 284
2016
Q1 		$1.45M Buy
57,463
+1,500
+3% +$39.2K 0.04% 235
2015
Q4 		$1.58M Buy
+55,963
New +$1.2M 0.04% 225

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Veritable's SEDG Position: Q3 2023 in Review

Veritable sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 762 shares — an estimated $205K sold.

Veritable first reported a position in SEDG in Q4 2015 and held it in 20 quarters. The position peaked at $1.58M in Q4 2015. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

  • Veritable reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 762 SolarEdge shares in Q3 2023, an estimated $205K.
  • Veritable first reported a position in SolarEdge in Q4 2015 and held it in 20 quarters.
  • Veritable's SolarEdge position peaked at $1.58M in Q4 2015.
  • 573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.