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Psagot Value Holdings’s Shoals Technologies Group SHLS Stock Holding History

Psagot Value 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
2024
Q1 		– Sell
-2,419
Closed -$38K – 464
2023
Q4 		$38K Sell
2,419
-5,255
-68% -$79.5K 0.02% 279
2023
Q3 		$145K Sell
7,674
-232
-3% -$5.16K 0.07% 186
2023
Q2 		$196K Sell
7,906
-211
-3% -$4.88K 0.1% 163
2023
Q1 		$180K Buy
+8,117
New +$200K 0.08% 184

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

Psagot Value Holdings's SHLS Position: Q1 2024 in Review

Psagot Value Holdings sold out of Shoals Technologies Group (SHLS) in Q1 2024, closing a stake of 2,419 shares — an estimated $38K sold.

Psagot Value Holdings first reported a position in SHLS in Q1 2023 and held it in 4 quarters. The position peaked at $196K in Q2 2023. 278 funds tracked by Wall St. Rank hold SHLS as of Q1 2024.

  • Psagot Value Holdings reported no remaining Shoals Technologies Group position as of Q1 2024 after selling out during the quarter.
  • Psagot Value Holdings sold 2,419 Shoals Technologies Group shares in Q1 2024, an estimated $38K.
  • Psagot Value Holdings first reported a position in Shoals Technologies Group in Q1 2023 and held it in 4 quarters.
  • Psagot Value Holdings's Shoals Technologies Group position peaked at $196K in Q2 2023.
  • 278 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.