JGC
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J. Goldman & Co’s Shoals Technologies Group SHLS Stock Holding History

J. Goldman & Co’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
2024
Q1 		– Sell
-5,200
Closed -$80.8K – 509
2023
Q4 		$80.8K Sell
5,200
-115,500
-96% -$1.75M ﹤0.01% 313
2023
Q3 		$2.2M Buy
+120,700
New +$2.69M 0.08% 198

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
JC
Joho Capital New York $373M AUM 18.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

J. Goldman & Co's SHLS Position: Q1 2023 in Review

J. Goldman & Co sold out of Shoals Technologies Group (SHLS) in Q1 2023, closing a stake of 422,101 shares — an estimated $10.4M sold.

J. Goldman & Co first reported a position in SHLS in Q4 2022 and held it in 1 quarter. The position peaked at $10.4M in Q4 2022. 289 funds tracked by Wall St. Rank hold SHLS as of Q1 2023.

  • J. Goldman & Co reported no remaining Shoals Technologies Group position as of Q1 2023 after selling out during the quarter.
  • J. Goldman & Co sold 422,101 Shoals Technologies Group shares in Q1 2023, an estimated $10.4M.
  • J. Goldman & Co first reported a position in Shoals Technologies Group in Q4 2022 and held it in 1 quarter.
  • J. Goldman & Co's Shoals Technologies Group position peaked at $10.4M in Q4 2022.
  • 289 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2023.

Based on J. Goldman & Co's 13F filing for Q1 2023, filed 15 May 2023.