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Callodine Capital Management’s Shoals Technologies Group SHLS Stock Holding History

Callodine Capital 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
2025
Q1 		– Sell
-800,000
Closed -$4.42M – 48
2024
Q4 		$4.42M Buy
+800,000
New +$4.06M 0.91% 32

Other funds holding SHLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

Callodine Capital Management's SHLS Position: Q1 2025 in Review

Callodine Capital Management sold out of Shoals Technologies Group (SHLS) in Q1 2025, closing a stake of 800,000 shares — an estimated $4.42M sold.

Callodine Capital Management first reported a position in SHLS in Q4 2024 and held it in 1 quarter. The position peaked at $4.42M in Q4 2024. 219 funds tracked by Wall St. Rank hold SHLS as of Q1 2025.

  • Callodine Capital Management reported no remaining Shoals Technologies Group position as of Q1 2025 after selling out during the quarter.
  • Callodine Capital Management sold 800,000 Shoals Technologies Group shares in Q1 2025, an estimated $4.42M.
  • Callodine Capital Management first reported a position in Shoals Technologies Group in Q4 2024 and held it in 1 quarter.
  • Callodine Capital Management's Shoals Technologies Group position peaked at $4.42M in Q4 2024.
  • 219 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2025.

Based on Callodine Capital Management's 13F filing for Q1 2025, filed 14 May 2025.