Vestmark Advisory Solutions’s SolarEdge SEDG Stock Holding History

Vestmark Advisory Solutions’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 Q2	–	Sell	-783	Closed	-$238K	–	916
2023 Q1	$238K	Buy	+783	New	+$239K	0.01%	764
2021 Q1	–	Sell	-641	Closed	-$205K	–	744
2020 Q4	$205K	Buy	+641	New	+$177K	0.02%	577

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Vestmark Advisory Solutions's SEDG Position: Q2 2023 in Review

Vestmark Advisory Solutions sold out of SolarEdge (SEDG) in Q2 2023, closing a stake of 783 shares — an estimated $238K sold.

Vestmark Advisory Solutions first reported a position in SEDG in Q4 2020 and held it in 2 quarters. The position peaked at $238K in Q1 2023. 671 funds tracked by Wall St. Rank hold SEDG as of Q2 2023.

Vestmark Advisory Solutions reported no remaining SolarEdge position as of Q2 2023 after selling out during the quarter.
Vestmark Advisory Solutions sold 783 SolarEdge shares in Q2 2023, an estimated $238K.
Vestmark Advisory Solutions first reported a position in SolarEdge in Q4 2020 and held it in 2 quarters.
Vestmark Advisory Solutions's SolarEdge position peaked at $238K in Q1 2023.
671 funds tracked by Wall St. Rank held SolarEdge as of Q2 2023.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2023, filed 7 Aug 2023.