Bessemer Group
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Bessemer Group’s Shoals Technologies Group SHLS Stock Holding History

Bessemer 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
2024
Q3 		– Sell
-380
Closed -$2K – 2696
2024
Q2 		$2K Buy
+380
New +$3.03K ﹤0.01% 1968
2023
Q2 		– Sell
-114
Closed -$3K – 2339
2023
Q1 		$3K Buy
114
+73
+178% +$1.8K ﹤0.01% 1781
2022
Q4 		$1K Buy
+41
New +$990 ﹤0.01% 1833

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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bessemer Group's SHLS Position: Q3 2024 in Review

Bessemer Group sold out of Shoals Technologies Group (SHLS) in Q3 2024, closing a stake of 380 shares — an estimated $2K sold.

Bessemer Group first reported a position in SHLS in Q4 2022 and held it in 3 quarters. The position peaked at $3K in Q1 2023. 236 funds tracked by Wall St. Rank hold SHLS as of Q3 2024.

  • Bessemer Group reported no remaining Shoals Technologies Group position as of Q3 2024 after selling out during the quarter.
  • Bessemer Group sold 380 Shoals Technologies Group shares in Q3 2024, an estimated $2K.
  • Bessemer Group first reported a position in Shoals Technologies Group in Q4 2022 and held it in 3 quarters.
  • Bessemer Group's Shoals Technologies Group position peaked at $3K in Q1 2023.
  • 236 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2024.

Based on Bessemer Group's 13F filing for Q3 2024, filed 12 Nov 2024.