WEG
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World Equity Group’s SolarEdge SEDG Stock Holding History

World Equity 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
2023
Q3 		– Sell
-1,644
Closed -$442K – 375
2023
Q2 		$442K Buy
+1,644
New +$471K 0.13% 198
2023
Q1 		– Sell
-2,582
Closed -$731K – 573
2022
Q4 		$731K Sell
2,582
-170
-6% -$45.1K 0.17% 136
2022
Q3 		$637K Buy
2,752
+459
+20% +$135K 0.16% 140
2022
Q2 		$628K Sell
2,293
-6
-0.3% -$1.64K 0.16% 152
2022
Q1 		$741K Buy
+2,299
New +$631K 0.16% 157

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

World Equity Group's SEDG Position: Q3 2023 in Review

World Equity Group sold out of SolarEdge (SEDG) in Q3 2023, closing a stake of 1,644 shares — an estimated $442K sold.

World Equity Group first reported a position in SEDG in Q1 2022 and held it in 5 quarters. The position peaked at $741K in Q1 2022. 573 funds tracked by Wall St. Rank hold SEDG as of Q3 2023.

  • World Equity Group reported no remaining SolarEdge position as of Q3 2023 after selling out during the quarter.
  • World Equity Group sold 1,644 SolarEdge shares in Q3 2023, an estimated $442K.
  • World Equity Group first reported a position in SolarEdge in Q1 2022 and held it in 5 quarters.
  • World Equity Group's SolarEdge position peaked at $741K in Q1 2022.
  • 573 funds tracked by Wall St. Rank held SolarEdge as of Q3 2023.

Based on World Equity Group's 13F filing for Q3 2023, filed 22 Jul 2024.