Evercore Wealth Management, LLC Solaredge Technologies, Inc. Transaction History

Evercore Wealth Management, LLC

$6.66 Billion
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$127.27 - $283.85 $5,599 - $12,489	-44 Reduced 1.91%	2,261 $292,000
Q2 2023 Aug 04, 2023	SELL	$243.65 - $319.2 $65,785 - $86,184	-270 Reduced 10.49%	2,305 $620,000
Q1 2023 May 15, 2023	SELL	$267.21 - $343.98 $13,360 - $17,199	-50 Reduced 1.9%	2,575 $782,000
Q4 2022 Feb 14, 2023	SELL	$193.39 - $335.61 $143,495 - $249,022	-742 Reduced 22.04%	2,625 $743,000
Q2 2021 Aug 16, 2021	SELL	$204.01 - $290.14 $3,876 - $5,512	-19 Reduced 0.56%	3,367 $931,000
Q4 2020 Feb 16, 2021	BUY	$206.37 - $324.09 $8,461 - $13,287	41 Added 1.23%	3,386 $1.08 Million
Q3 2020 Nov 16, 2020	BUY	$141.39 - $238.35 $1,272 - $2,145	9 Added 0.27%	3,345 $798,000
Q2 2020 Aug 13, 2020	SELL	$74.48 - $153.6 $15,268 - $31,488	-205 Reduced 5.79%	3,336 $463,000
Q1 2020 May 14, 2020	SELL	$69.48 - $142.2 $20,705 - $42,375	-298 Reduced 7.76%	3,541 $290,000
Q4 2019 Feb 13, 2020	SELL	$76.37 - $95.56 $1,909 - $2,389	-25 Reduced 0.65%	3,839 $365,000
Q3 2019 Nov 14, 2019	SELL	$60.76 - $89.87 $13,914 - $20,580	-229 Reduced 5.59%	3,864 $323,000
Q2 2019 Aug 13, 2019	BUY	$37.85 - $62.46 $154,920 - $255,648	4,093 New	4,093 $256,000
Q3 2018 Nov 13, 2018	SELL	$37.65 - $57.85 $181,698 - $279,184	-4,826 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	$46.45 - $68.55 $224,167 - $330,822	4,826 New	4,826 $231,000
Q1 2018 May 15, 2018	SELL	$32.2 - $56.75 $103,523 - $182,451	-3,215 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	$28.75 - $39.7 $18,831 - $26,003	655 Added 25.59%	3,215 $121,000
Q3 2017 Nov 13, 2017	BUY	$22.85 - $29.25 $58,496 - $74,880	2,560	2,560 $73,000

Others Institutions Holding SEDG

# of Institutions

373

Shares Held

52.7M

Call Options Held

11.3M

Put Options Held

7.02M

Black Rock Inc. New York, NY

7.92M
Shares

$104 Million
0.0% of portfolio
Jeremy Grantham Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma

4.31M
Shares

$56.5 Million
0.32% of portfolio
Vanguard Group Inc Valley Forge, PA

3.19M
Shares

$41.8 Million
0.0% of portfolio
Invesco Ltd. Atlanta, GA

2.33M
Shares

$30.5 Million
0.01% of portfolio
D. E. Shaw & Co., Inc. New York, NY

2.21M
Shares

$28.9 Million
0.05% of portfolio

View Full List

About SOLAREDGE TECHNOLOGIES, INC.

Ticker SEDG
Exchange NASDAQ
Sector Technology
Industry Solar
Shares Outstandng 55,635,100
Market Cap $729M
Description
SolarEdge Technologies, Inc., together with its subsidiaries, designs, develops, and sells direct current (DC) optimized inverter systems for solar photovoltaic (PV) installations worldwide. It operates through five segments: Solar, Energy Storage, e-Mobility, Critical Power, and Automation Machines. The company offers inverters, power optimizer...

More about SEDG

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