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Ergoteles’s Shoals Technologies Group SHLS Stock Holding History

Ergoteles’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
2022
Q2 		– Sell
-288,037
Closed -$4.91M – 1962
2022
Q1 		$4.91M Buy
+288,037
New +$4.99M 0.19% 131
2021
Q4 		– Sell
-34,700
Closed -$967K – 1558
2021
Q3 		$967K Buy
+34,700
New +$1.08M 0.04% 387

Other funds holding SHLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Ergoteles's SHLS Position: Q2 2022 in Review

Ergoteles sold out of Shoals Technologies Group (SHLS) in Q2 2022, closing a stake of 288,037 shares — an estimated $4.91M sold.

Ergoteles first reported a position in SHLS in Q3 2021 and held it in 2 quarters. The position peaked at $4.91M in Q1 2022. 209 funds tracked by Wall St. Rank hold SHLS as of Q2 2022.

  • Ergoteles reported no remaining Shoals Technologies Group position as of Q2 2022 after selling out during the quarter.
  • Ergoteles sold 288,037 Shoals Technologies Group shares in Q2 2022, an estimated $4.91M.
  • Ergoteles first reported a position in Shoals Technologies Group in Q3 2021 and held it in 2 quarters.
  • Ergoteles's Shoals Technologies Group position peaked at $4.91M in Q1 2022.
  • 209 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2022.

Based on Ergoteles's 13F filing for Q2 2022, filed 12 Aug 2022.