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Glenmede Trust’s Shoals Technologies Group SHLS Stock Holding History

Glenmede 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
2023
Q4 		– Sell
-11,296
Closed -$206K – 1340
2023
Q3 		$206K Buy
+11,296
New +$251K ﹤0.01% 1092

Other funds holding SHLS

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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
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
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Glenmede Trust's SHLS Position: Q4 2023 in Review

Glenmede Trust sold out of Shoals Technologies Group (SHLS) in Q4 2023, closing a stake of 11,296 shares — an estimated $206K sold.

Glenmede Trust first reported a position in SHLS in Q3 2023 and held it in 1 quarter. The position peaked at $206K in Q3 2023. 290 funds tracked by Wall St. Rank hold SHLS as of Q4 2023.

  • Glenmede Trust reported no remaining Shoals Technologies Group position as of Q4 2023 after selling out during the quarter.
  • Glenmede Trust sold 11,296 Shoals Technologies Group shares in Q4 2023, an estimated $206K.
  • Glenmede Trust first reported a position in Shoals Technologies Group in Q3 2023 and held it in 1 quarter.
  • Glenmede Trust's Shoals Technologies Group position peaked at $206K in Q3 2023.
  • 290 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q4 2023.

Based on Glenmede Trust's 13F filing for Q4 2023, filed 13 Feb 2024.