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Westside Investment Management’s SolarEdge SEDG Stock Holding History

Westside Investment 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
Q4 		– Sell
-150
Closed -$3.44K – 1011
2024
Q3 		$3.44K Hold
150
– – ﹤0.01% 832
2024
Q2 		$3.79K Hold
150
– – ﹤0.01% 804
2024
Q1 		$10.6K Sell
150
-120
-44% -$8.66K ﹤0.01% 614
2023
Q4 		$25.3K Hold
270
– – 0.01% 465
2023
Q3 		$35K Hold
270
– – 0.01% 391
2023
Q2 		$72.6K Hold
270
– – 0.02% 308
2023
Q1 		$82.1K Hold
270
– – 0.02% 291
2022
Q4 		$76 Hold
270
– – ﹤0.01% 381
2022
Q3 		$62 Sell
270
-100
-27% -$29.5K ﹤0.01% 398
2022
Q2 		$101 Hold
370
– – ﹤0.01% 349
2022
Q1 		$119 Hold
370
– – ﹤0.01% 351
2021
Q4 		$103 Hold
370
– – ﹤0.01% 350
2021
Q3 		$98 Sell
370
-120
-24% -$32.7K ﹤0.01% 344
2021
Q2 		$135 Hold
490
– – ﹤0.01% 313
2021
Q1 		$140 Sell
490
-50
-9% -$15.1K ﹤0.01% 304
2020
Q4 		$172 Hold
540
– – ﹤0.01% 260
2020
Q3 		$128 Sell
540
-30
-5% -$5.77K ﹤0.01% 285
2020
Q2 		$79 Hold
570
– – ﹤0.01% 297
2020
Q1 		$46 Buy
+570
New +$60.3K ﹤0.01% 332
2019
Q2 		$35 Buy
+570
New +$28.8K ﹤0.01% 353
2018
Q4 		$20K Buy
570
+100
+21% +$3.83K 0.01% 378
2018
Q3 		$17.8K Buy
470
+270
+135% +$13K 0.01% 382
2018
Q2 		$10.2K Hold
200
– – ﹤0.01% 562
2018
Q1 		$10.8K Sell
200
-50
-20% -$2.19K 0.01% 526
2017
Q4 		$9.59K Hold
250
– – 0.01% 574
2017
Q3 		$7.22K Hold
250
– – ﹤0.01% 617
2017
Q2 		$5.34K Hold
250
– – ﹤0.01% 654
2017
Q1 		$3.77K Buy
250
+50
+25% +$696 ﹤0.01% 660
2016
Q4 		$2.7K Buy
+200
New +$2.78K ﹤0.01% 573

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Westside Investment Management's SEDG Position: Q4 2024 in Review

Westside Investment Management sold out of SolarEdge (SEDG) in Q4 2024, closing a stake of 150 shares — an estimated $3.44K sold.

Westside Investment Management first reported a position in SEDG in Q4 2016 and held it in 29 quarters. The position peaked at $82.1K in Q1 2023. 280 funds tracked by Wall St. Rank hold SEDG as of Q4 2024.

  • Westside Investment Management reported no remaining SolarEdge position as of Q4 2024 after selling out during the quarter.
  • Westside Investment Management sold 150 SolarEdge shares in Q4 2024, an estimated $3.44K.
  • Westside Investment Management first reported a position in SolarEdge in Q4 2016 and held it in 29 quarters.
  • Westside Investment Management's SolarEdge position peaked at $82.1K in Q1 2023.
  • 280 funds tracked by Wall St. Rank held SolarEdge as of Q4 2024.

Based on Westside Investment Management's 13F filing for Q4 2024, filed 17 Jan 2025.