Polar Capital Holdings’s Shoals Technologies Group SHLS Stock Holding History

Polar Capital Holdings’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	-75,000	Closed	-$1.37M	–	304
2023 Q3	$1.37M	Sell	75,000 -409,000	-85%	-$9.1M	0.01%	259
2023 Q2	$12.4M	Buy	484,000 +73,000	+18%	+$1.69M	0.06%	180
2023 Q1	$9.37M	Buy	+411,000	New	+$10.1M	0.06%	199
2022 Q4	–	Sell	-11,113	Closed	-$239	–	382
2022 Q3	$239	Hold	11,113	–	–	﹤0.01%	367
2022 Q2	$183	Sell	11,113 -1,951	-15%	-$28.8K	﹤0.01%	385
2022 Q1	$223	Hold	13,064	–	–	﹤0.01%	418
2021 Q4	$317	Buy	+13,064	New	+$376K	﹤0.01%	397

Other funds holding SHLS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Polar Capital Holdings's SHLS Position: Q4 2023 in Review

Polar Capital Holdings sold out of Shoals Technologies Group (SHLS) in Q4 2023, closing a stake of 75,000 shares — an estimated $1.37M sold.

Polar Capital Holdings first reported a position in SHLS in Q4 2021 and held it in 7 quarters. The position peaked at $12.4M in Q2 2023. 290 funds tracked by Wall St. Rank hold SHLS as of Q4 2023.

Polar Capital Holdings reported no remaining Shoals Technologies Group position as of Q4 2023 after selling out during the quarter.
Polar Capital Holdings sold 75,000 Shoals Technologies Group shares in Q4 2023, an estimated $1.37M.
Polar Capital Holdings first reported a position in Shoals Technologies Group in Q4 2021 and held it in 7 quarters.
Polar Capital Holdings's Shoals Technologies Group position peaked at $12.4M in Q2 2023.
290 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q4 2023.

Based on Polar Capital Holdings's 13F filing for Q4 2023, filed 14 Feb 2024.