Aberdeen Group’s Shoals Technologies Group SHLS Stock Holding History

Aberdeen Group’s Portfolio SHLS Stock Details SHLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-104,773	Closed	-$1.91M	–	982
2023 Q3	$1.91M	Sell	104,773 -388,721	-79%	-$8.65M	﹤0.01%	698
2023 Q2	$12.6M	Sell	493,494 -51,380	-9%	-$1.19M	0.03%	430
2023 Q1	$12.4M	Buy	544,874 +145,126	+36%	+$3.58M	0.03%	429
2022 Q4	$9.86M	Sell	399,748 -58,262	-13%	-$1.41M	0.03%	456
2022 Q3	$9.87M	Sell	458,010 -11,245	-2%	-$251K	0.03%	440
2022 Q2	$7.72M	Buy	469,255 +53,598	+13%	+$791K	0.02%	476
2022 Q1	$7.35M	Buy	415,657 +282,108	+211%	+$4.89M	0.02%	513
2021 Q4	$3.25M	Buy	+133,549	New	+$3.84M	0.01%	715

Other funds holding SHLS

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Aberdeen Group's SHLS Position: Q4 2023 in Review

Aberdeen Group sold out of Shoals Technologies Group (SHLS) in Q4 2023, closing a stake of 104,773 shares — an estimated $1.91M sold.

Aberdeen Group first reported a position in SHLS in Q4 2021 and held it in 8 quarters. The position peaked at $12.6M in Q2 2023. 290 funds tracked by Wall St. Rank hold SHLS as of Q4 2023.

Aberdeen Group reported no remaining Shoals Technologies Group position as of Q4 2023 after selling out during the quarter.
Aberdeen Group sold 104,773 Shoals Technologies Group shares in Q4 2023, an estimated $1.91M.
Aberdeen Group first reported a position in Shoals Technologies Group in Q4 2021 and held it in 8 quarters.
Aberdeen Group's Shoals Technologies Group position peaked at $12.6M in Q2 2023.
290 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q4 2023.

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