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Wakefield Asset Management’s SolarEdge SEDG Stock Holding History

Wakefield Asset 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
2023
Q3 		– Sell
-8,546
Closed -$2.3M – 168
2023
Q2 		$2.3M Buy
+8,546
New +$2.45M 0.92% 41

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Vanguard Group
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Invesco
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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

Wakefield Asset Management's SEDG Position: Q3 2023 in Review

Wakefield Asset Management sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 8,546 shares — an estimated $2.3M sold.

Wakefield Asset Management first reported a position in SEDG in Q2 2023 and held it in 1 quarter. The position peaked at $2.3M in Q2 2023. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

  • Wakefield Asset Management reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
  • Wakefield Asset Management sold 8,546 SolarEdge shares in Q3 2023, an estimated $2.3M.
  • Wakefield Asset Management first reported a position in SolarEdge in Q2 2023 and held it in 1 quarter.
  • Wakefield Asset Management's SolarEdge position peaked at $2.3M in Q2 2023.
  • 573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Wakefield Asset Management's 13F filing for Q3 2023, filed 1 Nov 2023.