ClearBridge Investments
SHLS icon

ClearBridge Investments’s Shoals Technologies Group SHLS Stock Holding History

ClearBridge Investments’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
-1,857,658
Closed -$10.3M – 735
2024
Q4 		$10.3M Sell
1,857,658
-365,917
-16% -$1.86M 0.01% 531
2024
Q3 		$12.5M Sell
2,223,575
-1,931,322
-46% -$11.5M 0.01% 508
2024
Q2 		$25.9M Sell
4,154,897
-4,773,169
-53% -$38.1M 0.02% 417
2024
Q1 		$99.8M Sell
8,928,066
-48,918
-0.5% -$673K 0.08% 249
2023
Q4 		$140M Buy
8,976,984
+233,377
+3% +$3.53M 0.12% 187
2023
Q3 		$160M Buy
8,743,607
+222,249
+3% +$4.95M 0.15% 154
2023
Q2 		$218M Buy
8,521,358
+1,037,494
+14% +$24M 0.2% 124
2023
Q1 		$171M Buy
7,483,864
+1,088,747
+17% +$26.9M 0.16% 142
2022
Q4 		$158M Buy
6,395,117
+165,347
+3% +$3.99M 0.16% 145
2022
Q3 		$134M Buy
6,229,770
+1,089,530
+21% +$24.3M 0.14% 157
2022
Q2 		$84.7M Sell
5,140,240
-114,585
-2% -$1.69M 0.08% 236
2022
Q1 		$89.5M Sell
5,254,825
-523,536
-9% -$9.07M 0.07% 263
2021
Q4 		$140M Buy
5,778,361
+313,177
+6% +$9.01M 0.1% 196
2021
Q3 		$152M Sell
5,465,184
-770,573
-12% -$23.9M 0.11% 178
2021
Q2 		$221M Buy
+6,235,757
New +$188M 0.15% 147

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

ClearBridge Investments's SHLS Position: Q1 2025 in Review

ClearBridge Investments sold out of Shoals Technologies Group (SHLS) in Q1 2025, closing a stake of 1,857,658 shares — an estimated $10.3M sold.

ClearBridge Investments first reported a position in SHLS in Q2 2021 and held it in 15 quarters. The position peaked at $221M in Q2 2021. 219 funds tracked by Wall St. Rank hold SHLS as of Q1 2025.

  • ClearBridge Investments reported no remaining Shoals Technologies Group position as of Q1 2025 after selling out during the quarter.
  • ClearBridge Investments sold 1,857,658 Shoals Technologies Group shares in Q1 2025, an estimated $10.3M.
  • ClearBridge Investments first reported a position in Shoals Technologies Group in Q2 2021 and held it in 15 quarters.
  • ClearBridge Investments's Shoals Technologies Group position peaked at $221M in Q2 2021.
  • 219 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2025.

Based on ClearBridge Investments's 13F filing for Q1 2025, filed 13 May 2025.