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Desjardins Global Asset Management’s Shoals Technologies Group SHLS Stock Holding History

Desjardins Global 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 		$11.6K Buy
746
+25
+3% +$378 ﹤0.01% 629
2023
Q3 		$13.2K Hold
721
– – ﹤0.01% 630
2023
Q2 		$18.4K Buy
721
+12
+2% +$278 ﹤0.01% 574
2023
Q1 		$16K Buy
709
+72
+11% +$1.78K ﹤0.01% 585
2022
Q4 		$15K Buy
637
+73
+13% +$1.76K ﹤0.01% 474
2022
Q3 		$12K Buy
+564
New +$12.6K ﹤0.01% 469

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
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
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

Desjardins Global Asset Management's SHLS Position: Q4 2023 in Review

Desjardins Global Asset Management increased its Shoals Technologies Group (SHLS) stake by 3.5% in Q4 2023, buying an estimated $378 and bringing the position to 746 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Desjardins Global Asset Management first reported a position in SHLS in Q3 2022 and has held it in 6 quarters since. The position peaked at $18.4K in Q2 2023. 290 funds tracked by Wall St. Rank hold SHLS as of Q4 2023.

  • Desjardins Global Asset Management held 746 shares of Shoals Technologies Group worth $11.6K as of Q4 2023.
  • Desjardins Global Asset Management bought 25 Shoals Technologies Group shares in Q4 2023, an estimated $378.
  • Shoals Technologies Group made up ﹤0.01% of Desjardins Global Asset Management's portfolio in Q4 2023, its #629 holding.
  • Desjardins Global Asset Management first reported a position in Shoals Technologies Group in Q3 2022 and has held it in 6 quarters since.
  • Desjardins Global Asset Management's Shoals Technologies Group position peaked at $18.4K in Q2 2023.
  • 290 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.