WhitTier Trust Company’s SolarEdge SEDG Stock Holding History

WhitTier Trust Company’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 Q3	–	Sell	-16	Closed	-$404	–	1364
2024 Q2	$404	Hold	16	–	–	﹤0.01%	1234
2024 Q1	$1.14K	Sell	16 -1	-6%	-$72	﹤0.01%	1159
2023 Q4	$1.59K	Sell	17 -4	-19%	-$364	﹤0.01%	1145
2023 Q3	$2.72K	Sell	21 -3	-13%	-$576	﹤0.01%	1057
2023 Q2	$6.46K	Hold	24	–	–	﹤0.01%	1008
2023 Q1	$7.29K	Hold	24	–	–	﹤0.01%	985
2022 Q4	$6.8K	Buy	24 +1	+4%	+$265	﹤0.01%	992
2022 Q3	$5K	Sell	23 -1	-4%	-$295	﹤0.01%	987
2022 Q2	$7K	Buy	24 +5	+26%	+$1.37K	﹤0.01%	973
2022 Q1	$6K	Sell	19 -231	-92%	-$63.4K	﹤0.01%	993
2021 Q4	$70K	Hold	250	–	–	﹤0.01%	625
2021 Q3	$66K	Sell	250 -50	-17%	-$13.6K	﹤0.01%	630
2021 Q2	$83K	Sell	300 -10	-3%	-$2.52K	﹤0.01%	578
2021 Q1	$89K	Buy	310 +10	+3%	+$3.02K	﹤0.01%	550
2020 Q4	$96K	Buy	+300	New	+$82.9K	﹤0.01%	513
2016 Q4	–	Sell	-250	Closed	-$4K	–	973
2016 Q3	$4K	Hold	250	–	–	﹤0.01%	838
2016 Q2	$5K	Hold	250	–	–	﹤0.01%	832
2016 Q1	$6K	Hold	250	–	–	﹤0.01%	823
2015 Q4	$7K	Buy	+250	New	+$5.37K	﹤0.01%	796

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

WhitTier Trust Company's SEDG Position: Q3 2024 in Review

WhitTier Trust Company sold out of SolarEdge (SEDG) in Q3 2024, closing a stake of 16 shares — an estimated $404 sold.

WhitTier Trust Company first reported a position in SEDG in Q4 2015 and held it in 19 quarters. The position peaked at $96K in Q4 2020. 294 funds tracked by Wall St. Rank hold SEDG as of Q3 2024.

WhitTier Trust Company reported no remaining SolarEdge position as of Q3 2024 after selling out during the quarter.
WhitTier Trust Company sold 16 SolarEdge shares in Q3 2024, an estimated $404.
WhitTier Trust Company first reported a position in SolarEdge in Q4 2015 and held it in 19 quarters.
WhitTier Trust Company's SolarEdge position peaked at $96K in Q4 2020.
294 funds tracked by Wall St. Rank held SolarEdge as of Q3 2024.

Based on WhitTier Trust Company's 13F filing for Q3 2024, filed 21 Oct 2024.