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O'Neil Global Advisors’s Shoals Technologies Group SHLS Stock Holding History

O'Neil Global Advisors’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
Q3 		– Sell
-15,291
Closed -$391K – 92
2023
Q2 		$391K Buy
+15,291
New +$354K 0.08% 57

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Invesco
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William Blair Investment Management
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T. Rowe Price Investment Management
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ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

O'Neil Global Advisors's SHLS Position: Q3 2023 in Review

O'Neil Global Advisors sold out of Shoals Technologies Group (SHLS) in Q3 2023, closing a stake of 15,291 shares — an estimated $391K sold.

O'Neil Global Advisors first reported a position in SHLS in Q2 2023 and held it in 1 quarter. The position peaked at $391K in Q2 2023. 300 funds tracked by Wall St. Rank hold SHLS as of Q3 2023.

  • O'Neil Global Advisors reported no remaining Shoals Technologies Group position as of Q3 2023 after selling out during the quarter.
  • O'Neil Global Advisors sold 15,291 Shoals Technologies Group shares in Q3 2023, an estimated $391K.
  • O'Neil Global Advisors first reported a position in Shoals Technologies Group in Q2 2023 and held it in 1 quarter.
  • O'Neil Global Advisors's Shoals Technologies Group position peaked at $391K in Q2 2023.
  • 300 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2023.

Based on O'Neil Global Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.