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Waddell & Reed Financial’s SolarEdge SEDG Stock Holding History

Waddell & Reed Financial’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
2015
Q4 		– Sell
-70,200
Closed -$1.61M – 642
2015
Q3 		$1.61M Sell
70,200
-128,150
-65% -$3.59M ﹤0.01% 594
2015
Q2 		$7.21M Buy
198,350
+18,350
+10% +$591K 0.01% 471
2015
Q1 		$3.95M Buy
+180,000
New +$3.86M 0.01% 517

Other funds holding SEDG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
EA
Ecofin Advisors London, United Kingdom $239M AUM 45.14% 1-Year Est. Return
NVPX
Norwest Venture Partners XI Palo Alto, California $32.1M AUM 15.68% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
OAMG
Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return

Waddell & Reed Financial's SEDG Position: Q4 2015 in Review

Waddell & Reed Financial sold out of SolarEdge (SEDG) in Q4 2015, closing a stake of 70,200 shares — an estimated $1.61M sold.

Waddell & Reed Financial first reported a position in SEDG in Q1 2015 and held it in 3 quarters. The position peaked at $7.21M in Q2 2015. 98 funds tracked by Wall St. Rank hold SEDG as of Q4 2015.

  • Waddell & Reed Financial reported no remaining SolarEdge position as of Q4 2015 after selling out during the quarter.
  • Waddell & Reed Financial sold 70,200 SolarEdge shares in Q4 2015, an estimated $1.61M.
  • Waddell & Reed Financial first reported a position in SolarEdge in Q1 2015 and held it in 3 quarters.
  • Waddell & Reed Financial's SolarEdge position peaked at $7.21M in Q2 2015.
  • 98 funds tracked by Wall St. Rank held SolarEdge as of Q4 2015.

Based on Waddell & Reed Financial's 13F filing for Q4 2015, filed 12 Feb 2016.