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

Lazard 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
2024
Q3 		– Sell
-148,078
Closed -$923K – 2438
2024
Q2 		$923K Sell
148,078
-1,948
-1% -$15.5K ﹤0.01% 989
2024
Q1 		$1.68M Buy
150,026
+11,671
+8% +$161K ﹤0.01% 858
2023
Q4 		$2.15M Buy
138,355
+135,591
+4,906% +$2.05M ﹤0.01% 839
2023
Q3 		$50K Buy
2,764
+1,027
+59% +$22.9K ﹤0.01% 1858
2023
Q2 		$44K Sell
1,737
-489
-22% -$11.3K ﹤0.01% 1876
2023
Q1 		$50K Buy
2,226
+2,111
+1,836% +$52.1K ﹤0.01% 1799
2022
Q4 		$2K Buy
+115
New +$2.78K ﹤0.01% 2293
2022
Q3 		– Sell
-580
Closed -$9K – 2528
2022
Q2 		$9K Buy
+580
New +$8.56K ﹤0.01% 2216

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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 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

Lazard Asset Management's SHLS Position: Q3 2024 in Review

Lazard Asset Management sold out of Shoals Technologies Group (SHLS) in Q3 2024, closing a stake of 148,078 shares — an estimated $923K sold.

Lazard Asset Management first reported a position in SHLS in Q2 2022 and held it in 8 quarters. The position peaked at $2.15M in Q4 2023. 236 funds tracked by Wall St. Rank hold SHLS as of Q3 2024.

  • Lazard Asset Management reported no remaining Shoals Technologies Group position as of Q3 2024 after selling out during the quarter.
  • Lazard Asset Management sold 148,078 Shoals Technologies Group shares in Q3 2024, an estimated $923K.
  • Lazard Asset Management first reported a position in Shoals Technologies Group in Q2 2022 and held it in 8 quarters.
  • Lazard Asset Management's Shoals Technologies Group position peaked at $2.15M in Q4 2023.
  • 236 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2024.

Based on Lazard Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.