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

Eventide 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
2023 Q4	–	Sell	-2,332,576	Closed	-$42.6M	–	166
2023 Q3	$42.6M	Sell	2,332,576 -123,886	-5%	-$2.76M	0.77%	45
2023 Q2	$62.8M	Buy	2,456,462 +281,373	+13%	+$6.51M	1.06%	34
2023 Q1	$49.6M	Buy	2,175,089 +654,257	+43%	+$16.1M	0.91%	36
2022 Q4	$37.5M	Buy	1,520,832 +900,000	+145%	+$21.7M	0.74%	47
2022 Q3	$13.4M	Hold	620,832	–	–	0.26%	95
2022 Q2	$10.2M	Hold	620,832	–	–	0.22%	97
2022 Q1	$10.6M	Sell	620,832 -1,226,068	-66%	-$21.2M	0.17%	109
2021 Q4	$44.9M	Sell	1,846,900 -58,160	-3%	-$1.67M	0.57%	59
2021 Q3	$53.1M	Buy	1,905,060 +457,600	+32%	+$14.2M	0.7%	45
2021 Q2	$51.4M	Buy	1,447,460 +1,054,904	+269%	+$31.8M	0.69%	49
2021 Q1	$13.7M	Buy	+392,556	New	+$13.9M	0.2%	107

Other funds holding SHLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Eventide Asset Management's SHLS Position: Q4 2023 in Review

Eventide Asset Management sold out of Shoals Technologies Group (SHLS) in Q4 2023, closing a stake of 2,332,576 shares — an estimated $42.6M sold.

Eventide Asset Management first reported a position in SHLS in Q1 2021 and held it in 11 quarters. The position peaked at $62.8M in Q2 2023. 290 funds tracked by Wall St. Rank hold SHLS as of Q4 2023.

Eventide Asset Management reported no remaining Shoals Technologies Group position as of Q4 2023 after selling out during the quarter.
Eventide Asset Management sold 2,332,576 Shoals Technologies Group shares in Q4 2023, an estimated $42.6M.
Eventide Asset Management first reported a position in Shoals Technologies Group in Q1 2021 and held it in 11 quarters.
Eventide Asset Management's Shoals Technologies Group position peaked at $62.8M in Q2 2023.
290 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q4 2023.

Based on Eventide Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.