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Virtus Investment Advisers’s SolarEdge SEDG Stock Holding History

Virtus Investment 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
2023
Q3 		– Sell
-1,030
Closed -$277K – 291
2023
Q2 		$277K Hold
1,030
– – 0.19% 148
2023
Q1 		$313K Hold
1,030
– – 0.22% 135
2022
Q4 		$292K Hold
1,030
– – 0.19% 152
2022
Q3 		$238K Buy
+1,030
New +$304K 0.11% 177

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

Virtus Investment Advisers's SEDG Position: Q3 2023 in Review

Virtus Investment Advisers sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 1,030 shares — an estimated $277K sold.

Virtus Investment Advisers first reported a position in SEDG in Q3 2022 and held it in 4 quarters. The position peaked at $313K in Q1 2023. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

  • Virtus Investment Advisers reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
  • Virtus Investment Advisers sold 1,030 SolarEdge shares in Q3 2023, an estimated $277K.
  • Virtus Investment Advisers first reported a position in SolarEdge in Q3 2022 and held it in 4 quarters.
  • Virtus Investment Advisers's SolarEdge position peaked at $313K in Q1 2023.
  • 573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Virtus Investment Advisers's 13F filing for Q3 2023, filed 8 Nov 2023.