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Emerald Mutual Fund Advisers Trust’s Shoals Technologies Group SHLS Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2021
Q3 		– Sell
-13,860
Closed -$492K – 236
2021
Q2 		$492K Hold
13,860
– – 0.02% 184
2021
Q1 		$482K Buy
+13,860
New +$491K 0.02% 187

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ClearBridge Investments
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AllianceBernstein
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UBS AM
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PAMS
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Ameriprise
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Emerald Mutual Fund Advisers Trust's SHLS Position: Q3 2021 in Review

Emerald Mutual Fund Advisers Trust sold out of Shoals Technologies Group (SHLS) in Q3 2021, closing a stake of 13,860 shares — an estimated $492K sold.

Emerald Mutual Fund Advisers Trust first reported a position in SHLS in Q1 2021 and held it in 2 quarters. The position peaked at $492K in Q2 2021. 170 funds tracked by Wall St. Rank hold SHLS as of Q3 2021.

  • Emerald Mutual Fund Advisers Trust reported no remaining Shoals Technologies Group position as of Q3 2021 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 13,860 Shoals Technologies Group shares in Q3 2021, an estimated $492K.
  • Emerald Mutual Fund Advisers Trust first reported a position in Shoals Technologies Group in Q1 2021 and held it in 2 quarters.
  • Emerald Mutual Fund Advisers Trust's Shoals Technologies Group position peaked at $492K in Q2 2021.
  • 170 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2021.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q3 2021, filed 28 Oct 2021.