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Hillsdale Investment Management’s Shoals Technologies Group SHLS Stock Holding History

Hillsdale Investment 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
Q3 		– Sell
-110
Closed -$2.81K – 640
2023
Q2 		$2.81K Sell
110
-25,590
-100% -$592K ﹤0.01% 532
2023
Q1 		$586K Hold
25,700
– – 0.05% 282
2022
Q4 		$634K Buy
+25,700
New +$620K 0.05% 271

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Wellington Management Group
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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

Hillsdale Investment Management's SHLS Position: Q3 2023 in Review

Hillsdale Investment Management sold out of Shoals Technologies Group (SHLS) in Q3 2023, closing a stake of 110 shares — an estimated $2.81K sold.

Hillsdale Investment Management first reported a position in SHLS in Q4 2022 and held it in 3 quarters. The position peaked at $634K in Q4 2022. 300 funds tracked by Wall St. Rank hold SHLS as of Q3 2023.

  • Hillsdale Investment Management reported no remaining Shoals Technologies Group position as of Q3 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 110 Shoals Technologies Group shares in Q3 2023, an estimated $2.81K.
  • Hillsdale Investment Management first reported a position in Shoals Technologies Group in Q4 2022 and held it in 3 quarters.
  • Hillsdale Investment Management's Shoals Technologies Group position peaked at $634K in Q4 2022.
  • 300 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2023.

Based on Hillsdale Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.