NYLIM
SHLS icon

New York Life Investment Management’s Shoals Technologies Group SHLS Stock Holding History

New York Life Investment Management’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
Q1 		– Sell
-33,289
Closed -$821K – 1367
2022
Q4 		$821K Buy
33,289
+3,570
+12% +$86.2K 0.01% 648
2022
Q3 		$640K Buy
29,719
+2,352
+9% +$52.5K 0.01% 665
2022
Q2 		$451K Buy
+27,367
New +$404K 0.01% 787

Other funds holding SHLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

New York Life Investment Management's SHLS Position: Q1 2023 in Review

New York Life Investment Management sold out of Shoals Technologies Group (SHLS) in Q1 2023, closing a stake of 33,289 shares — an estimated $821K sold.

New York Life Investment Management first reported a position in SHLS in Q2 2022 and held it in 3 quarters. The position peaked at $821K in Q4 2022. 289 funds tracked by Wall St. Rank hold SHLS as of Q1 2023.

  • New York Life Investment Management reported no remaining Shoals Technologies Group position as of Q1 2023 after selling out during the quarter.
  • New York Life Investment Management sold 33,289 Shoals Technologies Group shares in Q1 2023, an estimated $821K.
  • New York Life Investment Management first reported a position in Shoals Technologies Group in Q2 2022 and held it in 3 quarters.
  • New York Life Investment Management's Shoals Technologies Group position peaked at $821K in Q4 2022.
  • 289 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2023.

Based on New York Life Investment Management's 13F filing for Q1 2023, filed 8 May 2023.