Lombard Odier Asset Management (Europe)’s Shoals Technologies Group SHLS Stock Holding History

Lombard Odier Asset Management (Europe)’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	-338,739	Closed	-$5.26M	–	238
2023 Q4	$5.26M	Sell	338,739 -1,178	-0.3%	-$17.8K	0.31%	96
2023 Q3	$6.2M	Buy	339,917 +37,896	+13%	+$843K	0.32%	85
2023 Q2	$7.72M	Sell	302,021 -115,035	-28%	-$2.66M	0.36%	76
2023 Q1	$9.5M	Buy	+417,056	New	+$10.3M	0.47%	65

Other funds holding SHLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Joho Capital New York $373M AUM 18.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Lombard Odier Asset Management (Europe)'s SHLS Position: Q1 2024 in Review

Lombard Odier Asset Management (Europe) sold out of Shoals Technologies Group (SHLS) in Q1 2024, closing a stake of 338,739 shares — an estimated $5.26M sold.

Lombard Odier Asset Management (Europe) first reported a position in SHLS in Q1 2023 and held it in 4 quarters. The position peaked at $9.5M in Q1 2023. 278 funds tracked by Wall St. Rank hold SHLS as of Q1 2024.

Lombard Odier Asset Management (Europe) reported no remaining Shoals Technologies Group position as of Q1 2024 after selling out during the quarter.
Lombard Odier Asset Management (Europe) sold 338,739 Shoals Technologies Group shares in Q1 2024, an estimated $5.26M.
Lombard Odier Asset Management (Europe) first reported a position in Shoals Technologies Group in Q1 2023 and held it in 4 quarters.
Lombard Odier Asset Management (Europe)'s Shoals Technologies Group position peaked at $9.5M in Q1 2023.
278 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2024.

Based on Lombard Odier Asset Management (Europe)'s 13F filing for Q1 2024, filed 15 May 2024.