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Disciplined Investments’s Shoals Technologies Group SHLS Stock Holding History

Disciplined Investments’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
-7
Closed -$179 – 1300
2023
Q2 		$179 Buy
7
+3
+75% +$69 ﹤0.01% 1519
2023
Q1 		$91 Buy
4
+3
+300% +$74 ﹤0.01% 1592
2022
Q4 		$25 Buy
+1
New +$24 ﹤0.01% 1620

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
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
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
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Disciplined Investments's SHLS Position: Q3 2023 in Review

Disciplined Investments sold out of Shoals Technologies Group (SHLS) in Q3 2023, closing a stake of 7 shares — an estimated $179 sold.

Disciplined Investments first reported a position in SHLS in Q4 2022 and held it in 3 quarters. The position peaked at $179 in Q2 2023. 300 funds tracked by Wall St. Rank hold SHLS as of Q3 2023.

  • Disciplined Investments reported no remaining Shoals Technologies Group position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 7 Shoals Technologies Group shares in Q3 2023, an estimated $179.
  • Disciplined Investments first reported a position in Shoals Technologies Group in Q4 2022 and held it in 3 quarters.
  • Disciplined Investments's Shoals Technologies Group position peaked at $179 in Q2 2023.
  • 300 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.