O'Shaughnessy Asset Management’s Emeren Group SOL Stock Holding History

O'Shaughnessy Asset Management’s Portfolio SOL Stock Details SOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-174	Closed	-$1K	–	2307
2021 Q3	$1K	Sell	174 -133	-43%	-$955	﹤0.01%	2638
2021 Q2	$3K	Hold	307	–	–	﹤0.01%	2258
2021 Q1	$4K	Sell	307 -33	-10%	-$602	﹤0.01%	1978
2020 Q4	$4K	Buy	+340	New	+$1.85K	﹤0.01%	1740
2017 Q1	–	Sell	-6,133	Closed	-$20K	–	961
2016 Q4	$20K	Sell	6,133 -5,215	-46%	-$21.7K	﹤0.01%	763
2016 Q3	$57K	Sell	11,348 -4,536	-29%	-$26.3K	﹤0.01%	678
2016 Q2	$98K	Buy	15,884 +13,383	+535%	+$88.2K	﹤0.01%	599
2016 Q1	$18K	Buy	+2,501	New	+$18.4K	﹤0.01%	691

Other funds holding SOL

SCM

Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Covalis Capital London, United Kingdom $1.63B AUM 27.84% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

O'Shaughnessy Asset Management's SOL Position: Q4 2021 in Review

O'Shaughnessy Asset Management sold out of Emeren Group (SOL) in Q4 2021, closing a stake of 174 shares — an estimated $1K sold.

O'Shaughnessy Asset Management first reported a position in SOL in Q1 2016 and held it in 8 quarters. The position peaked at $98K in Q2 2016. 51 funds tracked by Wall St. Rank hold SOL as of Q4 2021.

O'Shaughnessy Asset Management reported no remaining Emeren Group position as of Q4 2021 after selling out during the quarter.
O'Shaughnessy Asset Management sold 174 Emeren Group shares in Q4 2021, an estimated $1K.
O'Shaughnessy Asset Management first reported a position in Emeren Group in Q1 2016 and held it in 8 quarters.
O'Shaughnessy Asset Management's Emeren Group position peaked at $98K in Q2 2016.
51 funds tracked by Wall St. Rank held Emeren Group as of Q4 2021.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.