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Congress Asset Management’s Shoals Technologies Group SHLS Stock Holding History

Congress Asset 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
2023
Q4 		– Sell
-20,516
Closed -$374K – 387
2023
Q3 		$374K Buy
20,516
+1,390
+7% +$30.9K ﹤0.01% 350
2023
Q2 		$489K Buy
+19,126
New +$442K ﹤0.01% 331

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Wellington Management Group
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ClearBridge Investments
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Congress Asset Management's SHLS Position: Q4 2023 in Review

Congress Asset Management sold out of Shoals Technologies Group (SHLS) in Q4 2023, closing a stake of 20,516 shares — an estimated $374K sold.

Congress Asset Management first reported a position in SHLS in Q2 2023 and held it in 2 quarters. The position peaked at $489K in Q2 2023. 290 funds tracked by Wall St. Rank hold SHLS as of Q4 2023.

  • Congress Asset Management reported no remaining Shoals Technologies Group position as of Q4 2023 after selling out during the quarter.
  • Congress Asset Management sold 20,516 Shoals Technologies Group shares in Q4 2023, an estimated $374K.
  • Congress Asset Management first reported a position in Shoals Technologies Group in Q2 2023 and held it in 2 quarters.
  • Congress Asset Management's Shoals Technologies Group position peaked at $489K in Q2 2023.
  • 290 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q4 2023.

Based on Congress Asset Management's 13F filing for Q4 2023, filed 4 Mar 2024.