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Panagora Asset Management’s Shoals Technologies Group SHLS Stock Holding History

Panagora Asset 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
Q4 		– Sell
-85,340
Closed -$1.56M – 1282
2023
Q3 		$1.56M Sell
85,340
-250,000
-75% -$5.56M 0.01% 613
2023
Q2 		$8.57M Sell
335,340
-4,037
-1% -$93.4K 0.05% 256
2023
Q1 		$7.73M Buy
339,377
+130,672
+63% +$3.23M 0.05% 296
2022
Q4 		$5.15M Buy
208,705
+64,119
+44% +$1.55M 0.03% 376
2022
Q3 		$3.12M Buy
+144,586
New +$3.23M 0.02% 480

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
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
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Panagora Asset Management's SHLS Position: Q4 2023 in Review

Panagora Asset Management sold out of Shoals Technologies Group (SHLS) in Q4 2023, closing a stake of 85,340 shares — an estimated $1.56M sold.

Panagora Asset Management first reported a position in SHLS in Q3 2022 and held it in 5 quarters. The position peaked at $8.57M in Q2 2023. 290 funds tracked by Wall St. Rank hold SHLS as of Q4 2023.

  • Panagora Asset Management reported no remaining Shoals Technologies Group position as of Q4 2023 after selling out during the quarter.
  • Panagora Asset Management sold 85,340 Shoals Technologies Group shares in Q4 2023, an estimated $1.56M.
  • Panagora Asset Management first reported a position in Shoals Technologies Group in Q3 2022 and held it in 5 quarters.
  • Panagora Asset Management's Shoals Technologies Group position peaked at $8.57M in Q2 2023.
  • 290 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q4 2023.

Based on Panagora Asset Management's 13F filing for Q4 2023, filed 8 Feb 2024.