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Navellier & Associates’s Shoals Technologies Group SHLS Stock Holding History

Navellier & Associates’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
-14,432
Closed -$224K – 368
2023
Q4 		$224K Sell
14,432
-66,566
-82% -$1.01M 0.03% 297
2023
Q3 		$1.48M Buy
80,998
+12,363
+18% +$275K 0.25% 105
2023
Q2 		$1.75M Buy
68,635
+27,602
+67% +$638K 0.34% 89
2023
Q1 		$935K Buy
+41,033
New +$1.01M 0.2% 117

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JC
Joho Capital New York $373M AUM 18.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Navellier & Associates's SHLS Position: Q1 2024 in Review

Navellier & Associates sold out of Shoals Technologies Group (SHLS) in Q1 2024, closing a stake of 14,432 shares — an estimated $224K sold.

Navellier & Associates first reported a position in SHLS in Q1 2023 and held it in 4 quarters. The position peaked at $1.75M in Q2 2023. 278 funds tracked by Wall St. Rank hold SHLS as of Q1 2024.

  • Navellier & Associates reported no remaining Shoals Technologies Group position as of Q1 2024 after selling out during the quarter.
  • Navellier & Associates sold 14,432 Shoals Technologies Group shares in Q1 2024, an estimated $224K.
  • Navellier & Associates first reported a position in Shoals Technologies Group in Q1 2023 and held it in 4 quarters.
  • Navellier & Associates's Shoals Technologies Group position peaked at $1.75M in Q2 2023.
  • 278 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2024.

Based on Navellier & Associates's 13F filing for Q1 2024, filed 14 May 2024.