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Putnam Investments’s Shoals Technologies Group SHLS Stock Holding History

Putnam Investments’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
Q4 		– Sell
-83,450
Closed -$1.8M – 1189
2022
Q3 		$1.8M Sell
83,450
-33,986
-29% -$759K ﹤0.01% 758
2022
Q2 		$1.94M Buy
+117,436
New +$1.73M ﹤0.01% 750
2021
Q2 		– Sell
-130,942
Closed -$4.55M – 834
2021
Q1 		$4.55M Buy
+130,942
New +$4.64M 0.01% 518

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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

Putnam Investments's SHLS Position: Q4 2022 in Review

Putnam Investments sold out of Shoals Technologies Group (SHLS) in Q4 2022, closing a stake of 83,450 shares — an estimated $1.8M sold.

Putnam Investments first reported a position in SHLS in Q1 2021 and held it in 3 quarters. The position peaked at $4.55M in Q1 2021. 283 funds tracked by Wall St. Rank hold SHLS as of Q4 2022.

  • Putnam Investments reported no remaining Shoals Technologies Group position as of Q4 2022 after selling out during the quarter.
  • Putnam Investments sold 83,450 Shoals Technologies Group shares in Q4 2022, an estimated $1.8M.
  • Putnam Investments first reported a position in Shoals Technologies Group in Q1 2021 and held it in 3 quarters.
  • Putnam Investments's Shoals Technologies Group position peaked at $4.55M in Q1 2021.
  • 283 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q4 2022.

Based on Putnam Investments's 13F filing for Q4 2022, filed 14 Feb 2023.