DZ Bank
SHLS icon

DZ Bank’s Shoals Technologies Group SHLS Stock Holding History

DZ Bank’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
-16,274
Closed -$182K – 1098
2024
Q1 		$182K Buy
16,274
+588
+4% +$8.09K ﹤0.01% 886
2023
Q4 		$244K Sell
15,686
-82,769
-84% -$1.25M ﹤0.01% 804
2023
Q3 		$1.8M Sell
98,455
-202,288
-67% -$4.5M ﹤0.01% 579
2023
Q2 		$7.69M Sell
300,743
-39,886
-12% -$922K 0.01% 397
2023
Q1 		$7.76M Sell
340,629
-371,295
-52% -$9.16M 0.01% 398
2022
Q4 		$17.6M Buy
711,924
+225,744
+46% +$5.45M 0.03% 266
2022
Q3 		$10.5M Buy
486,180
+161,657
+50% +$3.61M 0.02% 309
2022
Q2 		$5.35M Buy
324,523
+303,523
+1,445% +$4.48M 0.01% 426
2022
Q1 		$358K Sell
21,000
-426,804
-95% -$7.39M ﹤0.01% 838
2021
Q4 		$11.1M Buy
447,804
+78,987
+21% +$2.27M 0.01% 487
2021
Q3 		$10.3M Sell
368,817
-124,971
-25% -$3.88M 0.02% 371
2021
Q2 		$17.5M Buy
493,788
+72,066
+17% +$2.17M 0.03% 299
2021
Q1 		$14.7M Buy
+421,722
New +$14.9M 0.03% 286

Other funds holding SHLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $580B AUM 38.23% 1-Year Est. Return
JC
Joho Capital New York $460M AUM 11.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DZ Bank's SHLS Position: Q2 2024 in Review

DZ Bank sold out of Shoals Technologies Group (SHLS) in Q2 2024, closing a stake of 16,274 shares — an estimated $182K sold.

DZ Bank first reported a position in SHLS in Q1 2021 and held it in 13 quarters. The position peaked at $17.6M in Q4 2022. 249 funds tracked by Wall St. Rank hold SHLS as of Q2 2024.

  • DZ Bank reported no remaining Shoals Technologies Group position as of Q2 2024 after selling out during the quarter.
  • DZ Bank sold 16,274 Shoals Technologies Group shares in Q2 2024, an estimated $182K.
  • DZ Bank first reported a position in Shoals Technologies Group in Q1 2021 and held it in 13 quarters.
  • DZ Bank's Shoals Technologies Group position peaked at $17.6M in Q4 2022.
  • 249 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2024.

Based on DZ Bank's 13F filing for Q2 2024, filed 14 Aug 2024.