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Cutler Group’s Shoals Technologies Group SHLS Stock Holding History

Cutler Group’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
Q3 		– Sell
-3,000
Closed -$6K – 4272
2023
Q2 		$6K Sell
3,000
-400
-12% -$9.25K ﹤0.01% 2565
2023
Q1 		$9K Buy
+3,400
New +$83.9K ﹤0.01% 2399
2022
Q4 		– Sell
-2,500
Closed -$1K – 5124
2022
Q3 		$1K Buy
+2,500
New +$55.9K ﹤0.01% 4671
2022
Q2 		– Sell
-11,700
Closed -$3K – 5603
2022
Q1 		$3K Sell
11,700
-3,200
-21% -$55.4K ﹤0.01% 4524
2021
Q4 		$5K Sell
14,900
-6,500
-30% -$187K ﹤0.01% 4228
2021
Q3 		$14K Sell
21,400
-3,200
-13% -$99.4K ﹤0.01% 3664
2021
Q2 		$66K Buy
24,600
+1,000
+4% +$30.2K ﹤0.01% 2249
2021
Q1 		$29K Buy
+23,600
New +$836K ﹤0.01% 2878

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

Cutler Group's SHLS Position: Q1 2024 in Review

Cutler Group sold out of Shoals Technologies Group (SHLS) in Q1 2024, closing a stake of 1,255 shares — an estimated $19K sold.

Cutler Group first reported a position in SHLS in Q2 2021 and held it in 11 quarters. The position peaked at $189K in Q2 2022. 278 funds tracked by Wall St. Rank hold SHLS as of Q1 2024.

  • Cutler Group reported no remaining Shoals Technologies Group position as of Q1 2024 after selling out during the quarter.
  • Cutler Group sold 1,255 Shoals Technologies Group shares in Q1 2024, an estimated $19K.
  • Cutler Group first reported a position in Shoals Technologies Group in Q2 2021 and held it in 11 quarters.
  • Cutler Group's Shoals Technologies Group position peaked at $189K in Q2 2022.
  • 278 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.