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Duff & Phelps Investment Management’s Shoals Technologies Group SHLS Stock Holding History

Duff & Phelps Investment 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
2024
Q2 		– Sell
-27,010
Closed -$302K – 257
2024
Q1 		$302K Sell
27,010
-514
-2% -$7.07K ﹤0.01% 246
2023
Q4 		$428K Buy
27,524
+8,021
+41% +$121K 0.01% 240
2023
Q3 		$356K Buy
19,503
+4,447
+30% +$99K ﹤0.01% 243
2023
Q2 		$385K Buy
15,056
+3,536
+31% +$81.8K ﹤0.01% 234
2023
Q1 		$263K Buy
+11,520
New +$284K ﹤0.01% 244

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
JC
Joho Capital New York $373M AUM 18.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Duff & Phelps Investment Management's SHLS Position: Q2 2024 in Review

Duff & Phelps Investment Management sold out of Shoals Technologies Group (SHLS) in Q2 2024, closing a stake of 27,010 shares — an estimated $302K sold.

Duff & Phelps Investment Management first reported a position in SHLS in Q1 2023 and held it in 5 quarters. The position peaked at $428K in Q4 2023. 248 funds tracked by Wall St. Rank hold SHLS as of Q2 2024.

  • Duff & Phelps Investment Management reported no remaining Shoals Technologies Group position as of Q2 2024 after selling out during the quarter.
  • Duff & Phelps Investment Management sold 27,010 Shoals Technologies Group shares in Q2 2024, an estimated $302K.
  • Duff & Phelps Investment Management first reported a position in Shoals Technologies Group in Q1 2023 and held it in 5 quarters.
  • Duff & Phelps Investment Management's Shoals Technologies Group position peaked at $428K in Q4 2023.
  • 248 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2024.

Based on Duff & Phelps Investment Management's 13F filing for Q2 2024, filed 15 Aug 2024.