Neuberger Berman Group’s Shoals Technologies Group SHLS Stock Holding History

Neuberger Berman Group’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
2023 Q4	–	Sell	-493,666	Closed	-$9.01M	–	1911
2023 Q3	$9.01M	Buy	493,666 +322,738	+189%	+$7.18M	0.01%	765
2023 Q2	$4.37M	Sell	170,928 -76,126	-31%	-$1.76M	﹤0.01%	919
2023 Q1	$5.63M	Buy	+247,054	New	+$6.1M	0.01%	851
2022 Q2	–	Sell	-43,291	Closed	-$738K	–	1927
2022 Q1	$738K	Sell	43,291 -735,465	-94%	-$12.7M	﹤0.01%	1427
2021 Q4	$18.9M	Buy	778,756 +309,641	+66%	+$8.9M	0.01%	702
2021 Q3	$13.1M	Sell	469,115 -662,974	-59%	-$20.6M	0.01%	766
2021 Q2	$40.2M	Buy	1,132,089 +126,337	+13%	+$3.81M	0.04%	523
2021 Q1	$35M	Buy	+1,005,752	New	+$35.6M	0.03%	537

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

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

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

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

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

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

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

Neuberger Berman Group's SHLS Position: Q4 2023 in Review

Neuberger Berman Group sold out of Shoals Technologies Group (SHLS) in Q4 2023, closing a stake of 493,666 shares — an estimated $9.01M sold.

Neuberger Berman Group first reported a position in SHLS in Q1 2021 and held it in 8 quarters. The position peaked at $40.2M in Q2 2021. 290 funds tracked by Wall St. Rank hold SHLS as of Q4 2023.

Neuberger Berman Group reported no remaining Shoals Technologies Group position as of Q4 2023 after selling out during the quarter.
Neuberger Berman Group sold 493,666 Shoals Technologies Group shares in Q4 2023, an estimated $9.01M.
Neuberger Berman Group first reported a position in Shoals Technologies Group in Q1 2021 and held it in 8 quarters.
Neuberger Berman Group's Shoals Technologies Group position peaked at $40.2M in Q2 2021.
290 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q4 2023.

Based on Neuberger Berman Group's 13F filing for Q4 2023, filed 9 Feb 2024.