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Mirova’s Shoals Technologies Group SHLS Stock Holding History

Mirova’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
-5,372
Closed -$60.1K – 147
2024
Q1 		$60.1K Hold
5,372
– – 0.01% 130
2023
Q4 		$83.5K Sell
5,372
-141,277
-96% -$2.14M 0.02% 108
2023
Q3 		$2.68M Buy
146,649
+48,622
+50% +$1.08M 0.54% 45
2023
Q2 		$2.51M Sell
98,027
-28,243
-22% -$653K 0.44% 45
2023
Q1 		$2.88M Sell
126,270
-56,290
-31% -$1.39M 0.42% 45
2022
Q4 		$4.5M Buy
182,560
+27,596
+18% +$666K 0.71% 23
2022
Q3 		$3.34M Sell
154,964
-77,207
-33% -$1.72M 0.56% 36
2022
Q2 		$3.83M Buy
232,171
+167,848
+261% +$2.48M 0.54% 31
2022
Q1 		$1.1M Buy
64,323
+20,000
+45% +$346K 0.15% 87
2021
Q4 		$1.08M Buy
44,323
+7,000
+19% +$201K 0.13% 89
2021
Q3 		$1.04M Buy
37,323
+19,323
+107% +$600K 0.13% 85
2021
Q2 		$639K Buy
+18,000
New +$543K 0.08% 94

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

Mirova's SHLS Position: Q2 2024 in Review

Mirova sold out of Shoals Technologies Group (SHLS) in Q2 2024, closing a stake of 5,372 shares — an estimated $60.1K sold.

Mirova first reported a position in SHLS in Q2 2021 and held it in 12 quarters. The position peaked at $4.5M in Q4 2022. 248 funds tracked by Wall St. Rank hold SHLS as of Q2 2024.

  • Mirova reported no remaining Shoals Technologies Group position as of Q2 2024 after selling out during the quarter.
  • Mirova sold 5,372 Shoals Technologies Group shares in Q2 2024, an estimated $60.1K.
  • Mirova first reported a position in Shoals Technologies Group in Q2 2021 and held it in 12 quarters.
  • Mirova's Shoals Technologies Group position peaked at $4.5M in Q4 2022.
  • 248 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2024.

Based on Mirova's 13F filing for Q2 2024, filed 13 Aug 2024.