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CNA Financial’s Shoals Technologies Group SHLS Stock Holding History

CNA Financial’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
Q1 		– Sell
-12,973
Closed -$320K – 64
2022
Q4 		$320K Sell
12,973
-9,881
-43% -$239K 0.19% 56
2022
Q3 		$493K Sell
22,854
-6,577
-22% -$147K 0.19% 118
2022
Q2 		$485K Hold
29,431
– – 0.17% 128
2022
Q1 		$502K Buy
29,431
+6,231
+27% +$108K 0.16% 147
2021
Q4 		$564K Sell
23,200
-18,663
-45% -$537K 0.15% 151
2021
Q3 		$1.17M Hold
41,863
– – 0.32% 77
2021
Q2 		$1.49M Sell
41,863
-138
-0.3% -$4.16K 0.42% 49
2021
Q1 		$1.46M Buy
+42,001
New +$1.49M 0.45% 50

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CNA Financial's SHLS Position: Q1 2023 in Review

CNA Financial sold out of Shoals Technologies Group (SHLS) in Q1 2023, closing a stake of 12,973 shares — an estimated $320K sold.

CNA Financial first reported a position in SHLS in Q1 2021 and held it in 8 quarters. The position peaked at $1.49M in Q2 2021. 289 funds tracked by Wall St. Rank hold SHLS as of Q1 2023.

  • CNA Financial reported no remaining Shoals Technologies Group position as of Q1 2023 after selling out during the quarter.
  • CNA Financial sold 12,973 Shoals Technologies Group shares in Q1 2023, an estimated $320K.
  • CNA Financial first reported a position in Shoals Technologies Group in Q1 2021 and held it in 8 quarters.
  • CNA Financial's Shoals Technologies Group position peaked at $1.49M in Q2 2021.
  • 289 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2023.

Based on CNA Financial's 13F filing for Q1 2023, filed 11 May 2023.