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Ion Asset Management’s Shoals Technologies Group SHLS Stock Holding History

Ion Asset 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
2021
Q2 		– Sell
-400,000
Closed -$13.9M – 59
2021
Q1 		$13.9M Buy
+400,000
New +$14.2M 1.6% 16

Other funds holding SHLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ion Asset Management's SHLS Position: Q2 2021 in Review

Ion Asset Management sold out of Shoals Technologies Group (SHLS) in Q2 2021, closing a stake of 400,000 shares — an estimated $13.9M sold.

Ion Asset Management first reported a position in SHLS in Q1 2021 and held it in 1 quarter. The position peaked at $13.9M in Q1 2021. 155 funds tracked by Wall St. Rank hold SHLS as of Q2 2021.

  • Ion Asset Management reported no remaining Shoals Technologies Group position as of Q2 2021 after selling out during the quarter.
  • Ion Asset Management sold 400,000 Shoals Technologies Group shares in Q2 2021, an estimated $13.9M.
  • Ion Asset Management first reported a position in Shoals Technologies Group in Q1 2021 and held it in 1 quarter.
  • Ion Asset Management's Shoals Technologies Group position peaked at $13.9M in Q1 2021.
  • 155 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2021.

Based on Ion Asset Management's 13F filing for Q2 2021, filed 16 Aug 2021.