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B. Metzler seel. Sohn & Co’s Shoals Technologies Group SHLS Stock Holding History

B. Metzler seel. Sohn & Co’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
Q3 		– Sell
-8,300
Closed -$212K – 749
2023
Q2 		$212K Buy
+8,300
New +$192K ﹤0.01% 715
2023
Q1 		– Sell
-8,300
Closed -$205K – 747
2022
Q4 		$205K Buy
+8,300
New +$200K ﹤0.01% 702

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Vanguard Group
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

B. Metzler seel. Sohn & Co's SHLS Position: Q3 2023 in Review

B. Metzler seel. Sohn & Co sold out of Shoals Technologies Group (SHLS) in Q3 2023, closing a stake of 8,300 shares — an estimated $212K sold.

B. Metzler seel. Sohn & Co first reported a position in SHLS in Q4 2022 and held it in 2 quarters. The position peaked at $212K in Q2 2023. 300 funds tracked by Wall St. Rank hold SHLS as of Q3 2023.

  • B. Metzler seel. Sohn & Co reported no remaining Shoals Technologies Group position as of Q3 2023 after selling out during the quarter.
  • B. Metzler seel. Sohn & Co sold 8,300 Shoals Technologies Group shares in Q3 2023, an estimated $212K.
  • B. Metzler seel. Sohn & Co first reported a position in Shoals Technologies Group in Q4 2022 and held it in 2 quarters.
  • B. Metzler seel. Sohn & Co's Shoals Technologies Group position peaked at $212K in Q2 2023.
  • 300 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2023.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q3 2023, filed 13 Nov 2023.