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Principal Street Partners’s Shoals Technologies Group SHLS Stock Holding History

Principal Street Partners’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
Q3 		– Sell
-8,640
Closed -$221K – 228
2023
Q2 		$221K Sell
8,640
-612
-7% -$14.2K 0.05% 199
2023
Q1 		$211K Buy
9,252
+1,113
+14% +$27.5K 0.05% 207
2022
Q4 		$201K Buy
+8,139
New +$197K 0.05% 220
2021
Q4 		– Sell
-11,486
Closed -$320K – 210
2021
Q3 		$320K Buy
11,486
+103
+0.9% +$3.2K 0.09% 146
2021
Q2 		$404K Sell
11,383
-17,948
-61% -$541K 0.11% 137
2021
Q1 		$1.02M Buy
+29,331
New +$1.04M 0.13% 116

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Principal Street Partners's SHLS Position: Q3 2023 in Review

Principal Street Partners sold out of Shoals Technologies Group (SHLS) in Q3 2023, closing a stake of 8,640 shares — an estimated $221K sold.

Principal Street Partners first reported a position in SHLS in Q1 2021 and held it in 6 quarters. The position peaked at $1.02M in Q1 2021. 300 funds tracked by Wall St. Rank hold SHLS as of Q3 2023.

  • Principal Street Partners reported no remaining Shoals Technologies Group position as of Q3 2023 after selling out during the quarter.
  • Principal Street Partners sold 8,640 Shoals Technologies Group shares in Q3 2023, an estimated $221K.
  • Principal Street Partners first reported a position in Shoals Technologies Group in Q1 2021 and held it in 6 quarters.
  • Principal Street Partners's Shoals Technologies Group position peaked at $1.02M in Q1 2021.
  • 300 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2023.

Based on Principal Street Partners's 13F filing for Q3 2023, filed 1 Nov 2023.