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Harel Insurance Investments & Financial Services’s Shoals Technologies Group SHLS Stock Holding History

Harel Insurance Investments & Financial Services’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
2025
Q1 		– Sell
-6,682
Closed -$37K – 541
2024
Q4 		$37K Sell
6,682
-872
-12% -$4.43K ﹤0.01% 334
2024
Q3 		$42K Sell
7,554
-33,120
-81% -$198K ﹤0.01% 364
2024
Q2 		$254K Buy
40,674
+21,662
+114% +$173K ﹤0.01% 239
2024
Q1 		$213K Sell
19,012
-4,310
-18% -$59.3K ﹤0.01% 246
2023
Q4 		$363K Buy
23,322
+2,507
+12% +$37.9K 0.01% 233
2023
Q3 		$381K Sell
20,815
-14,662
-41% -$326K 0.01% 216
2023
Q2 		$894K Buy
35,477
+5,328
+18% +$123K 0.02% 161
2023
Q1 		$683K Sell
30,149
-2,644
-8% -$65.3K 0.01% 200
2022
Q4 		$806K Sell
32,793
-5,377
-14% -$130K 0.02% 168
2022
Q3 		$807K Buy
38,170
+2,211
+6% +$49.4K 0.02% 173
2022
Q2 		$593K Buy
35,959
+9,086
+34% +$134K 0.01% 225
2022
Q1 		$458K Sell
26,873
-423
-2% -$7.33K 0.01% 274
2021
Q4 		$675K Sell
27,296
-17,857
-40% -$513K 0.01% 223
2021
Q3 		$1.26M Buy
45,153
+4,837
+12% +$150K 0.03% 123
2021
Q2 		$1.43M Buy
+40,316
New +$1.22M 0.03% 261

Other funds holding SHLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

Harel Insurance Investments & Financial Services's SHLS Position: Q1 2025 in Review

Harel Insurance Investments & Financial Services sold out of Shoals Technologies Group (SHLS) in Q1 2025, closing a stake of 6,682 shares — an estimated $37K sold.

Harel Insurance Investments & Financial Services first reported a position in SHLS in Q2 2021 and held it in 15 quarters. The position peaked at $1.43M in Q2 2021. 219 funds tracked by Wall St. Rank hold SHLS as of Q1 2025.

  • Harel Insurance Investments & Financial Services reported no remaining Shoals Technologies Group position as of Q1 2025 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 6,682 Shoals Technologies Group shares in Q1 2025, an estimated $37K.
  • Harel Insurance Investments & Financial Services first reported a position in Shoals Technologies Group in Q2 2021 and held it in 15 quarters.
  • Harel Insurance Investments & Financial Services's Shoals Technologies Group position peaked at $1.43M in Q2 2021.
  • 219 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2025.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2025, filed 29 Apr 2025.