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Waratah Capital Advisors’s SolarEdge SEDG Stock Holding History

Waratah Capital Advisors’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
-993
Closed -$267K – 179
2023
Q2 		$267K Sell
993
-9,101
-90% -$2.61M 0.01% 145
2023
Q1 		$3.07M Buy
+10,094
New +$3.08M 0.07% 103
2022
Q2 		– Sell
-1,589
Closed -$512K – 216
2022
Q1 		$512K Buy
+1,589
New +$436K 0.01% 171

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

Waratah Capital Advisors's SEDG Position: Q3 2023 in Review

Waratah Capital Advisors sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 993 shares — an estimated $267K sold.

Waratah Capital Advisors first reported a position in SEDG in Q1 2022 and held it in 3 quarters. The position peaked at $3.07M in Q1 2023. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

  • Waratah Capital Advisors reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
  • Waratah Capital Advisors sold 993 SolarEdge shares in Q3 2023, an estimated $267K.
  • Waratah Capital Advisors first reported a position in SolarEdge in Q1 2022 and held it in 3 quarters.
  • Waratah Capital Advisors's SolarEdge position peaked at $3.07M in Q1 2023.
  • 573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on Waratah Capital Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.