Zurich Insurance Group’s SolarEdge SEDG Stock Holding History

Zurich Insurance 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
2022 Q4	–	Sell	-145,037	Closed	-$33.6M	–	237
2022 Q3	$33.6M	Sell	145,037 -28,860	-17%	-$8.51M	0.52%	67
2022 Q2	$47.6M	Buy	173,897 +4,502	+3%	+$1.23M	0.71%	43
2022 Q1	$54.6M	Buy	169,395 +38,491	+29%	+$10.6M	0.68%	52
2021 Q4	$36.7M	Buy	130,904 +86,538	+195%	+$27.3M	0.42%	59
2021 Q3	$11.8M	Buy	44,366 +1,322	+3%	+$360K	0.14%	81
2021 Q2	$11.9M	Sell	43,044 -204,659	-83%	-$51.5M	0.15%	81
2021 Q1	$71.2M	Sell	247,703 -117,885	-32%	-$35.6M	1.02%	42
2020 Q4	$117M	Sell	365,588 -68,106	-16%	-$18.8M	1.72%	22
2020 Q3	$103M	Sell	433,694 -58,808	-12%	-$11.3M	1.79%	22
2020 Q2	$68.3M	Buy	492,502 +18,072	+4%	+$2.21M	1.16%	35
2020 Q1	$38.8M	Buy	+474,430	New	+$50.2M	0.83%	44

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

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

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

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

PAMS

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zurich Insurance Group's SEDG Position: Q4 2022 in Review

Zurich Insurance Group sold out of SolarEdge (SEDG) in Q4 2022, closing a stake of 145,037 shares — an estimated $33.6M sold.

Zurich Insurance Group first reported a position in SEDG in Q1 2020 and held it in 11 quarters. The position peaked at $117M in Q4 2020. 676 funds tracked by Wall St. Rank hold SEDG as of Q4 2022.

Zurich Insurance Group reported no remaining SolarEdge position as of Q4 2022 after selling out during the quarter.
Zurich Insurance Group sold 145,037 SolarEdge shares in Q4 2022, an estimated $33.6M.
Zurich Insurance Group first reported a position in SolarEdge in Q1 2020 and held it in 11 quarters.
Zurich Insurance Group's SolarEdge position peaked at $117M in Q4 2020.
676 funds tracked by Wall St. Rank held SolarEdge as of Q4 2022.

Based on Zurich Insurance Group's 13F filing for Q4 2022, filed 14 Feb 2023.