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Xponance’s SolarEdge SEDG Stock Holding History

Xponance’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
Q4 		– Sell
-6,254
Closed -$810K – 1286
2023
Q3 		$810K Buy
6,254
+1,173
+23% +$225K 0.01% 712
2023
Q2 		$1.37M Buy
5,081
+32
+0.6% +$9.18K 0.02% 564
2023
Q1 		$1.53M Buy
5,049
+195
+4% +$59.4K 0.02% 530
2022
Q4 		$1.37M Buy
4,854
+184
+4% +$48.8K 0.02% 539
2022
Q3 		$1.08M Buy
4,670
+734
+19% +$217K 0.02% 555
2022
Q2 		$1.08M Buy
3,936
+1,091
+38% +$298K 0.02% 553
2022
Q1 		$917K Buy
2,845
+80
+3% +$22K 0.02% 622
2021
Q4 		$776K Sell
2,765
-2,629
-49% -$830K 0.01% 722
2021
Q3 		$1.43M Sell
5,394
-1
-0% -$272 0.03% 440
2021
Q2 		$1.49M Sell
5,395
-5,115
-49% -$1.29M 0.03% 451
2021
Q1 		$3.02M Buy
10,510
+94
+0.9% +$28.3K 0.06% 243
2020
Q4 		$3.32M Buy
10,416
+80
+0.8% +$22.1K 0.07% 226
2020
Q3 		$2.46M Buy
10,336
+808
+8% +$155K 0.06% 241
2020
Q2 		$1.32M Buy
+9,528
New +$1.17M 0.03% 328

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Xponance's SEDG Position: Q4 2023 in Review

Xponance sold out of SolarEdge (SEDG) in Q4 2023, closing a stake of 6,254 shares — an estimated $810K sold.

Xponance first reported a position in SEDG in Q2 2020 and held it in 14 quarters. The position peaked at $3.32M in Q4 2020. 457 funds tracked by Wall St. Rank hold SEDG as of Q4 2023.

  • Xponance reported no remaining SolarEdge position as of Q4 2023 after selling out during the quarter.
  • Xponance sold 6,254 SolarEdge shares in Q4 2023, an estimated $810K.
  • Xponance first reported a position in SolarEdge in Q2 2020 and held it in 14 quarters.
  • Xponance's SolarEdge position peaked at $3.32M in Q4 2020.
  • 457 funds tracked by Wall St. Rank held SolarEdge as of Q4 2023.

Based on Xponance's 13F filing for Q4 2023, filed 31 Jan 2024.