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LBP AM’s Shoals Technologies Group SHLS Stock Holding History

LBP AM’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
Q2 		– Sell
-75,412
Closed -$843K – 344
2024
Q1 		$843K Buy
75,412
+20,298
+37% +$279K 0.03% 274
2023
Q4 		$856K Buy
55,114
+12,085
+28% +$183K 0.02% 340
2023
Q3 		$785K Sell
43,029
-14,781
-26% -$329K 0.02% 386
2023
Q2 		$1.48M Hold
57,810
– – 0.03% 287
2023
Q1 		$1.32M Hold
57,810
– – 0.03% 328
2022
Q4 		$1.43M Buy
+57,810
New +$1.4M 0.04% 314

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
JC
Joho Capital New York $373M AUM 18.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LBP AM's SHLS Position: Q2 2024 in Review

LBP AM sold out of Shoals Technologies Group (SHLS) in Q2 2024, closing a stake of 75,412 shares — an estimated $843K sold.

LBP AM first reported a position in SHLS in Q4 2022 and held it in 6 quarters. The position peaked at $1.48M in Q2 2023. 248 funds tracked by Wall St. Rank hold SHLS as of Q2 2024.

  • LBP AM reported no remaining Shoals Technologies Group position as of Q2 2024 after selling out during the quarter.
  • LBP AM sold 75,412 Shoals Technologies Group shares in Q2 2024, an estimated $843K.
  • LBP AM first reported a position in Shoals Technologies Group in Q4 2022 and held it in 6 quarters.
  • LBP AM's Shoals Technologies Group position peaked at $1.48M in Q2 2023.
  • 248 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2024.

Based on LBP AM's 13F filing for Q2 2024, filed 31 Jul 2024.