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Gyroscope Capital Management Group’s Shoals Technologies Group SHLS Stock Holding History

Gyroscope Capital Management Group’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
Q3 		$747K Hold
40,956
– – 0.17% 105
2023
Q2 		$1.05M Hold
40,956
– – 0.24% 81
2023
Q1 		$933K Hold
40,956
– – 0.24% 79
2022
Q4 		$1.01M Buy
+40,956
New +$989K 0.31% 67

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Gyroscope Capital Management Group's SHLS Position: Q3 2023 in Review

Gyroscope Capital Management Group held its Shoals Technologies Group (SHLS) position steady in Q3 2023 at 40,956 shares worth $747K. The position accounts for 0.17% of the portfolio, ranked #105.

Gyroscope Capital Management Group first reported a position in SHLS in Q4 2022 and has held it in 4 quarters since. The position peaked at $1.05M in Q2 2023. 300 funds tracked by Wall St. Rank hold SHLS as of Q3 2023.

  • Gyroscope Capital Management Group held 40,956 shares of Shoals Technologies Group worth $747K as of Q3 2023.
  • Gyroscope Capital Management Group left its Shoals Technologies Group share count unchanged in Q3 2023.
  • Shoals Technologies Group made up 0.17% of Gyroscope Capital Management Group's portfolio in Q3 2023, its #105 holding.
  • Gyroscope Capital Management Group first reported a position in Shoals Technologies Group in Q4 2022 and has held it in 4 quarters since.
  • Gyroscope Capital Management Group's Shoals Technologies Group position peaked at $1.05M in Q2 2023.
  • 300 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.