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Freemont Management’s Shoals Technologies Group SHLS Stock Holding History

Freemont 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
Q1 		– Sell
-65,700
Closed -$1.02M – 92
2023
Q4 		$1.02M Hold
65,700
– – 0.13% 73
2023
Q3 		$1.2M Sell
65,700
-11,100
-14% -$247K 0.18% 73
2023
Q2 		$1.96M Hold
76,800
– – 0.24% 78
2023
Q1 		$1.75M Hold
76,800
– – 0.25% 78
2022
Q4 		$1.89M Hold
76,800
– – 0.3% 75
2022
Q3 		$1.66M Hold
76,800
– – 0.3% 72
2022
Q2 		$1.27M Buy
+76,800
New +$1.13M 0.22% 83

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JC
Joho Capital New York $373M AUM 18.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Freemont Management's SHLS Position: Q1 2024 in Review

Freemont Management sold out of Shoals Technologies Group (SHLS) in Q1 2024, closing a stake of 65,700 shares — an estimated $1.02M sold.

Freemont Management first reported a position in SHLS in Q2 2022 and held it in 7 quarters. The position peaked at $1.96M in Q2 2023. 278 funds tracked by Wall St. Rank hold SHLS as of Q1 2024.

  • Freemont Management reported no remaining Shoals Technologies Group position as of Q1 2024 after selling out during the quarter.
  • Freemont Management sold 65,700 Shoals Technologies Group shares in Q1 2024, an estimated $1.02M.
  • Freemont Management first reported a position in Shoals Technologies Group in Q2 2022 and held it in 7 quarters.
  • Freemont Management's Shoals Technologies Group position peaked at $1.96M in Q2 2023.
  • 278 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2024.

Based on Freemont Management's 13F filing for Q1 2024, filed 13 May 2024.