KI
SHLS icon

Kula Investments’s Shoals Technologies Group SHLS Stock Holding History

Kula Investments’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
Q1 		$747K Buy
+32,773
New +$809K 0.18% 200

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kula Investments's SHLS Position: Q1 2023 in Review

Kula Investments opened a new position in Shoals Technologies Group (SHLS) in Q1 2023: 32,773 shares worth $747K. The stake represents 0.18% of the portfolio and ranks #200 among its holdings.

289 funds tracked by Wall St. Rank hold SHLS as of Q1 2023.

  • Kula Investments held 32,773 shares of Shoals Technologies Group worth $747K as of Q1 2023.
  • Shoals Technologies Group was a new Kula Investments position in Q1 2023.
  • Shoals Technologies Group made up 0.18% of Kula Investments's portfolio in Q1 2023, its #200 holding.
  • 289 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.