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Picton Mahoney Asset Management’s Shoals Technologies Group SHLS Stock Holding History

Picton Mahoney 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
2024
Q1 		– Sell
-25,910
Closed -$403K – 460
2023
Q4 		$403K Buy
+25,910
New +$392K 0.01% 271
2022
Q1 		– Sell
-160,000
Closed -$2.77M – 1011
2021
Q4 		$3.89M Buy
160,000
+102,900
+180% +$2.96M 0.1% 192
2021
Q3 		$1.59M Buy
+57,100
New +$1.77M 0.06% 415

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
JC
Joho Capital New York $373M AUM 18.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Picton Mahoney Asset Management's SHLS Position: Q1 2024 in Review

Picton Mahoney Asset Management sold out of Shoals Technologies Group (SHLS) in Q1 2024, closing a stake of 25,910 shares — an estimated $403K sold.

Picton Mahoney Asset Management first reported a position in SHLS in Q3 2021 and held it in 3 quarters. The position peaked at $3.89M in Q4 2021. 278 funds tracked by Wall St. Rank hold SHLS as of Q1 2024.

  • Picton Mahoney Asset Management reported no remaining Shoals Technologies Group position as of Q1 2024 after selling out during the quarter.
  • Picton Mahoney Asset Management sold 25,910 Shoals Technologies Group shares in Q1 2024, an estimated $403K.
  • Picton Mahoney Asset Management first reported a position in Shoals Technologies Group in Q3 2021 and held it in 3 quarters.
  • Picton Mahoney Asset Management's Shoals Technologies Group position peaked at $3.89M in Q4 2021.
  • 278 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2024.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2024, filed 9 May 2024.