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Parametric Portfolio Associates’s Shoals Technologies Group SHLS Stock Holding History

Parametric Portfolio Associates’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
2022
Q1 		$4.31M Buy
252,719
+216,642
+600% +$3.75M ﹤0.01% 1956
2021
Q4 		$877K Sell
36,077
-12,587
-26% -$362K ﹤0.01% 2837
2021
Q3 		$1.36M Buy
48,664
+17,911
+58% +$556K ﹤0.01% 2656
2021
Q2 		$1.09M Buy
+30,753
New +$928K ﹤0.01% 2724

Other funds holding SHLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Parametric Portfolio Associates's SHLS Position: Q1 2022 in Review

Parametric Portfolio Associates increased its Shoals Technologies Group (SHLS) stake by 600% in Q1 2022, buying an estimated $3.75M and bringing the position to 252,719 shares worth $4.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1956.

Parametric Portfolio Associates first reported a position in SHLS in Q2 2021 and has held it in 4 quarters since. 198 funds tracked by Wall St. Rank hold SHLS as of Q1 2022.

  • Parametric Portfolio Associates held 252,719 shares of Shoals Technologies Group worth $4.31M as of Q1 2022.
  • Parametric Portfolio Associates bought 216,642 Shoals Technologies Group shares in Q1 2022, an estimated $3.75M.
  • Shoals Technologies Group made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #1956 holding.
  • Parametric Portfolio Associates first reported a position in Shoals Technologies Group in Q2 2021 and has held it in 4 quarters since.
  • 198 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.