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Aquila Investment Management’s Shoals Technologies Group SHLS Stock Holding History

Aquila Investment Management’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
2024
Q1 		– Sell
-20,000
Closed -$311K – 79
2023
Q4 		$311K Sell
20,000
-50,000
-71% -$757K 0.27% 78
2023
Q3 		$1.28M Buy
70,000
+30,000
+75% +$668K 1.18% 36
2023
Q2 		$1.02M Buy
40,000
+14,000
+54% +$324K 0.84% 56
2023
Q1 		$593K Sell
26,000
-38,000
-59% -$938K 0.49% 71
2022
Q4 		$1.58M Buy
64,000
+24,000
+60% +$579K 1.22% 33
2022
Q3 		$862K Buy
+40,000
New +$894K 0.64% 66

Other funds holding SHLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JC
Joho Capital New York $373M AUM 18.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Aquila Investment Management's SHLS Position: Q1 2024 in Review

Aquila Investment Management sold out of Shoals Technologies Group (SHLS) in Q1 2024, closing a stake of 20,000 shares — an estimated $311K sold.

Aquila Investment Management first reported a position in SHLS in Q3 2022 and held it in 6 quarters. The position peaked at $1.58M in Q4 2022. 278 funds tracked by Wall St. Rank hold SHLS as of Q1 2024.

  • Aquila Investment Management reported no remaining Shoals Technologies Group position as of Q1 2024 after selling out during the quarter.
  • Aquila Investment Management sold 20,000 Shoals Technologies Group shares in Q1 2024, an estimated $311K.
  • Aquila Investment Management first reported a position in Shoals Technologies Group in Q3 2022 and held it in 6 quarters.
  • Aquila Investment Management's Shoals Technologies Group position peaked at $1.58M in Q4 2022.
  • 278 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2024.

Based on Aquila Investment Management's 13F filing for Q1 2024, filed 23 Apr 2024.