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Eagle Asset Management’s Shoals Technologies Group SHLS Stock Holding History

Eagle 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
2024
Q2 		– Sell
-928,471
Closed -$10.6M – 589
2024
Q1 		$10.6M Sell
928,471
-256,647
-22% -$3.53M 0.05% 281
2023
Q4 		$18.4M Buy
1,185,118
+958,793
+424% +$14.5M 0.1% 196
2023
Q3 		$4.13M Buy
226,325
+1,405
+0.6% +$31.3K 0.02% 378
2023
Q2 		$5.75M Buy
224,920
+14,452
+7% +$334K 0.03% 336
2023
Q1 		$4.8M Buy
210,468
+8,210
+4% +$203K 0.03% 350
2022
Q4 		$4.84M Sell
202,258
-5,941
-3% -$143K 0.03% 342
2022
Q3 		$4.49M Sell
208,199
-1,658
-0.8% -$37K 0.03% 359
2022
Q2 		$3.46M Sell
209,857
-949
-0.5% -$14K 0.02% 397
2022
Q1 		$3.59M Sell
210,806
-6,444
-3% -$112K 0.02% 416
2021
Q4 		$5.37M Sell
217,250
-10,878
-5% -$313K 0.02% 398
2021
Q3 		$6.36M Buy
228,128
+46,209
+25% +$1.44M 0.03% 379
2021
Q2 		$6.46M Buy
+181,919
New +$5.49M 0.03% 389

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

Eagle Asset Management's SHLS Position: Q2 2024 in Review

Eagle Asset Management sold out of Shoals Technologies Group (SHLS) in Q2 2024, closing a stake of 928,471 shares — an estimated $10.6M sold.

Eagle Asset Management first reported a position in SHLS in Q2 2021 and held it in 12 quarters. The position peaked at $18.4M in Q4 2023. 248 funds tracked by Wall St. Rank hold SHLS as of Q2 2024.

  • Eagle Asset Management reported no remaining Shoals Technologies Group position as of Q2 2024 after selling out during the quarter.
  • Eagle Asset Management sold 928,471 Shoals Technologies Group shares in Q2 2024, an estimated $10.6M.
  • Eagle Asset Management first reported a position in Shoals Technologies Group in Q2 2021 and held it in 12 quarters.
  • Eagle Asset Management's Shoals Technologies Group position peaked at $18.4M in Q4 2023.
  • 248 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2024.

Based on Eagle Asset Management's 13F filing for Q2 2024, filed 12 Aug 2024.