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Westwood Holdings Group’s SolarEdge SEDG Stock Holding History

Westwood Holdings Group’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
-60,948
Closed -$1.4M – 504
2024
Q3 		$1.4M Buy
+60,948
New +$1.48M 0.01% 355
2024
Q2 		– Sell
-23,120
Closed -$1.64M – 477
2024
Q1 		$1.64M Sell
23,120
-49,615
-68% -$3.58M 0.01% 331
2023
Q4 		$6.81M Buy
72,735
+20,347
+39% +$1.85M 0.06% 236
2023
Q3 		$6.79M Buy
52,388
+7,093
+16% +$1.36M 0.06% 218
2023
Q2 		$12.2M Buy
45,295
+263
+0.6% +$75.4K 0.11% 180
2023
Q1 		$13.7M Buy
45,032
+3,127
+7% +$953K 0.12% 172
2022
Q4 		$11.9M Buy
41,905
+34,938
+501% +$9.27M 0.1% 188
2022
Q3 		$1.61M Buy
6,967
+237
+4% +$69.9K 0.02% 283
2022
Q2 		$1.84M Sell
6,730
-350
-5% -$95.7K 0.02% 293
2022
Q1 		$2.28M Buy
+7,080
New +$1.94M 0.02% 294

Other funds holding SEDG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Westwood Holdings Group's SEDG Position: Q4 2024 in Review

Westwood Holdings Group sold out of SolarEdge (SEDG) in Q4 2024, closing a stake of 60,948 shares — an estimated $1.4M sold.

Westwood Holdings Group first reported a position in SEDG in Q1 2022 and held it in 10 quarters. The position peaked at $13.7M in Q1 2023. 280 funds tracked by Wall St. Rank hold SEDG as of Q4 2024.

  • Westwood Holdings Group reported no remaining SolarEdge position as of Q4 2024 after selling out during the quarter.
  • Westwood Holdings Group sold 60,948 SolarEdge shares in Q4 2024, an estimated $1.4M.
  • Westwood Holdings Group first reported a position in SolarEdge in Q1 2022 and held it in 10 quarters.
  • Westwood Holdings Group's SolarEdge position peaked at $13.7M in Q1 2023.
  • 280 funds tracked by Wall St. Rank held SolarEdge as of Q4 2024.

Based on Westwood Holdings Group's 13F filing for Q4 2024, filed 14 Feb 2025.