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Carlson Capital’s Shoals Technologies Group SHLS Stock Holding History

Carlson Capital’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
2022
Q1 		– Sell
-59,200
Closed -$1.44M – 177
2021
Q4 		$1.44M Buy
+59,200
New +$1.7M 0.08% 128

Other funds holding SHLS

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carlson Capital's SHLS Position: Q1 2022 in Review

Carlson Capital sold out of Shoals Technologies Group (SHLS) in Q1 2022, closing a stake of 59,200 shares — an estimated $1.44M sold.

Carlson Capital first reported a position in SHLS in Q4 2021 and held it in 1 quarter. The position peaked at $1.44M in Q4 2021. 198 funds tracked by Wall St. Rank hold SHLS as of Q1 2022.

  • Carlson Capital reported no remaining Shoals Technologies Group position as of Q1 2022 after selling out during the quarter.
  • Carlson Capital sold 59,200 Shoals Technologies Group shares in Q1 2022, an estimated $1.44M.
  • Carlson Capital first reported a position in Shoals Technologies Group in Q4 2021 and held it in 1 quarter.
  • Carlson Capital's Shoals Technologies Group position peaked at $1.44M in Q4 2021.
  • 198 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2022.

Based on Carlson Capital's 13F filing for Q1 2022, filed 13 May 2022.