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Credit Suisse’s Shoals Technologies Group SHLS Stock Holding History

Credit Suisse’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
2024
Q1 		$3.98M Buy
356,297
+6,500
+2% +$89.4K ﹤0.01% 1428
2023
Q4 		$5.44M Sell
349,797
-1,578
-0.4% -$23.9K 0.01% 1286
2023
Q3 		$6.41M Sell
351,375
-54,470
-13% -$1.21M 0.01% 1129
2023
Q2 		$10.4M Sell
405,845
-51,640
-11% -$1.19M 0.01% 906
2023
Q1 		$10.4M Buy
457,485
+72,602
+19% +$1.79M 0.01% 921
2022
Q4 		$9.5M Buy
384,883
+256,094
+199% +$6.18M 0.01% 959
2022
Q3 		$2.78M Buy
128,789
+7,821
+6% +$175K ﹤0.01% 1635
2022
Q2 		$1.99M Sell
120,968
-21,990
-15% -$325K ﹤0.01% 1917
2022
Q1 		$2.44M Buy
142,958
+18,110
+15% +$314K ﹤0.01% 1954
2021
Q4 		$3.03M Sell
124,848
-1,762
-1% -$50.7K ﹤0.01% 2435
2021
Q3 		$3.53M Buy
126,610
+64,310
+103% +$2M ﹤0.01% 2340
2021
Q2 		$2.21M Buy
+62,300
New +$1.88M ﹤0.01% 2788

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JC
Joho Capital New York $373M AUM 18.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Credit Suisse's SHLS Position: Q1 2024 in Review

Credit Suisse increased its Shoals Technologies Group (SHLS) stake by 1.9% in Q1 2024, buying an estimated $89.4K and bringing the position to 356,297 shares worth $3.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1428.

Credit Suisse first reported a position in SHLS in Q2 2021 and has held it in 12 quarters since. The position peaked at $10.4M in Q1 2023. 278 funds tracked by Wall St. Rank hold SHLS as of Q1 2024.

  • Credit Suisse held 356,297 shares of Shoals Technologies Group worth $3.98M as of Q1 2024.
  • Credit Suisse bought 6,500 Shoals Technologies Group shares in Q1 2024, an estimated $89.4K.
  • Shoals Technologies Group made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #1428 holding.
  • Credit Suisse first reported a position in Shoals Technologies Group in Q2 2021 and has held it in 12 quarters since.
  • Credit Suisse's Shoals Technologies Group position peaked at $10.4M in Q1 2023.
  • 278 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.