Viking Fund Management’s SolarEdge SEDG Stock Holding History

Viking Fund 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	-8,000	Closed	-$749K	–	127
2023 Q4	$749K	Hold	8,000	–	–	0.15%	100
2023 Q3	$1.04M	Buy	8,000 +3,500	+78%	+$671K	0.21%	98
2023 Q2	$1.21M	Hold	4,500	–	–	0.23%	100
2023 Q1	$1.37M	Sell	4,500 -2,500	-36%	-$762K	0.26%	100
2022 Q4	$1.98M	Sell	7,000 -1,000	-13%	-$265K	0.39%	87
2022 Q3	$1.85M	Buy	8,000 +1,200	+18%	+$354K	0.44%	86
2022 Q2	$1.86M	Buy	6,800 +2,000	+42%	+$547K	0.43%	91
2022 Q1	$1.55M	Hold	4,800	–	–	0.35%	98
2021 Q4	$1.35M	Sell	4,800 -2,600	-35%	-$821K	0.35%	94
2021 Q3	$1.96M	Hold	7,400	–	–	0.57%	65
2021 Q2	$2.04M	Buy	7,400 +1,800	+32%	+$453K	0.58%	66
2021 Q1	$1.61M	Buy	5,600 +100	+2%	+$30.2K	0.48%	79
2020 Q4	$1.75M	Sell	5,500 -1,500	-21%	-$415K	0.56%	64
2020 Q3	$1.67M	Buy	7,000 +2,000	+40%	+$384K	0.62%	55
2020 Q2	$694K	Sell	5,000 -1,000	-17%	-$122K	0.26%	99
2020 Q1	$491K	Buy	+6,000	New	+$635K	0.22%	97

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

Viking Fund Management's SEDG Position: Q1 2024 in Review

Viking Fund Management sold out of SolarEdge (SEDG) in Q1 2024, closing a stake of 8,000 shares — an estimated $749K sold.

Viking Fund Management first reported a position in SEDG in Q1 2020 and held it in 16 quarters. The position peaked at $2.04M in Q2 2021. 372 funds tracked by Wall St. Rank hold SEDG as of Q1 2024.

Viking Fund Management reported no remaining SolarEdge position as of Q1 2024 after selling out during the quarter.
Viking Fund Management sold 8,000 SolarEdge shares in Q1 2024, an estimated $749K.
Viking Fund Management first reported a position in SolarEdge in Q1 2020 and held it in 16 quarters.
Viking Fund Management's SolarEdge position peaked at $2.04M in Q2 2021.
372 funds tracked by Wall St. Rank held SolarEdge as of Q1 2024.

Based on Viking Fund Management's 13F filing for Q1 2024, filed 15 Apr 2024.