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

Lombard Odier Asset Management (Switzerland)’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
2025 Q1	–	Sell	-156,425	Closed	-$865K	–	283
2024 Q4	$865K	Hold	156,425	–	–	0.06%	220
2024 Q3	$878K	Hold	156,425	–	–	0.07%	201
2024 Q2	$976K	Hold	156,425	–	–	0.1%	163
2024 Q1	$1.75M	Buy	156,425 +56,664	+57%	+$779K	0.12%	171
2023 Q4	$1.55M	Buy	99,761 +19,702	+25%	+$298K	0.21%	105
2023 Q3	$1.46M	Sell	80,059 -19,761	-20%	-$440K	0.24%	81
2023 Q2	$2.55M	Sell	99,820 -63,997	-39%	-$1.48M	0.36%	66
2023 Q1	$3.73M	Buy	163,817 +47,541	+41%	+$1.17M	0.33%	80
2022 Q4	$2.87M	Buy	+116,276	New	+$2.81M	0.23%	98

Other funds holding SHLS

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

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

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s SHLS Position: Q1 2025 in Review

Lombard Odier Asset Management (Switzerland) sold out of Shoals Technologies Group (SHLS) in Q1 2025, closing a stake of 156,425 shares — an estimated $865K sold.

Lombard Odier Asset Management (Switzerland) first reported a position in SHLS in Q4 2022 and held it in 9 quarters. The position peaked at $3.73M in Q1 2023. 219 funds tracked by Wall St. Rank hold SHLS as of Q1 2025.

Lombard Odier Asset Management (Switzerland) reported no remaining Shoals Technologies Group position as of Q1 2025 after selling out during the quarter.
Lombard Odier Asset Management (Switzerland) sold 156,425 Shoals Technologies Group shares in Q1 2025, an estimated $865K.
Lombard Odier Asset Management (Switzerland) first reported a position in Shoals Technologies Group in Q4 2022 and held it in 9 quarters.
Lombard Odier Asset Management (Switzerland)'s Shoals Technologies Group position peaked at $3.73M in Q1 2023.
219 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2025.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q1 2025, filed 15 May 2025.