Yorktown Management & Research Company’s SolarEdge SEDG Stock Holding History

Yorktown Management & Research 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
2022 Q3	–	Sell	-1,075	Closed	-$294K	–	222
2022 Q2	$294K	Hold	1,075	–	–	0.38%	117
2022 Q1	$347K	Hold	1,075	–	–	0.29%	137
2021 Q4	$302K	Hold	1,075	–	–	0.2%	185
2021 Q3	$285K	Hold	1,075	–	–	0.21%	184
2021 Q2	$297K	Buy	+1,075	New	+$271K	0.23%	173

Other funds holding SEDG

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Yorktown Management & Research Company's SEDG Position: Q3 2022 in Review

Yorktown Management & Research Company sold out of SolarEdge (SEDG) in Q3 2022, closing a stake of 1,075 shares — an estimated $294K sold.

Yorktown Management & Research Company first reported a position in SEDG in Q2 2021 and held it in 5 quarters. The position peaked at $347K in Q1 2022. 642 funds tracked by Wall St. Rank hold SEDG as of Q3 2022.

Yorktown Management & Research Company reported no remaining SolarEdge position as of Q3 2022 after selling out during the quarter.
Yorktown Management & Research Company sold 1,075 SolarEdge shares in Q3 2022, an estimated $294K.
Yorktown Management & Research Company first reported a position in SolarEdge in Q2 2021 and held it in 5 quarters.
Yorktown Management & Research Company's SolarEdge position peaked at $347K in Q1 2022.
642 funds tracked by Wall St. Rank held SolarEdge as of Q3 2022.

Based on Yorktown Management & Research Company's 13F filing for Q3 2022, filed 4 Nov 2022.