SSB
SHLS icon

Sandy Spring Bank’s Shoals Technologies Group SHLS Stock Holding History

Sandy Spring Bank’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
2025
Q1 		$1.21K Hold
365
– – ﹤0.01% 1077
2024
Q4 		$2.02K Sell
365
-5,525
-94% -$28K ﹤0.01% 1068
2024
Q3 		$33K Sell
5,890
-7,140
-55% -$42.7K ﹤0.01% 671
2024
Q2 		$81.3K Sell
13,030
-14,430
-53% -$115K ﹤0.01% 491
2024
Q1 		$307K Sell
27,460
-4,595
-14% -$63.2K 0.01% 326
2023
Q4 		$498K Sell
32,055
-1,042
-3% -$15.8K 0.02% 275
2023
Q3 		$604K Buy
33,097
+3,825
+13% +$85.1K 0.03% 249
2023
Q2 		$748K Sell
29,272
-873
-3% -$20.2K 0.04% 232
2023
Q1 		$687K Sell
30,145
-2,710
-8% -$66.9K 0.04% 234
2022
Q4 		$811K Sell
32,855
-3,815
-10% -$92.1K 0.05% 221
2022
Q3 		$791K Sell
36,670
-6,580
-15% -$147K 0.05% 218
2022
Q2 		$713K Sell
43,250
-18,040
-29% -$266K 0.04% 225
2022
Q1 		$1.04M Buy
61,290
+17,405
+40% +$301K 0.05% 205
2021
Q4 		$1.07M Buy
43,885
+20,255
+86% +$582K 0.05% 207
2021
Q3 		$659K Buy
23,630
+8,730
+59% +$271K 0.03% 237
2021
Q2 		$529K Buy
+14,900
New +$449K 0.03% 251

Other funds holding SHLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

Sandy Spring Bank's SHLS Position: Q1 2025 in Review

Sandy Spring Bank held its Shoals Technologies Group (SHLS) position steady in Q1 2025 at 365 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

Sandy Spring Bank first reported a position in SHLS in Q2 2021 and has held it in 16 quarters since. The position peaked at $1.07M in Q4 2021. 219 funds tracked by Wall St. Rank hold SHLS as of Q1 2025.

  • Sandy Spring Bank held 365 shares of Shoals Technologies Group worth $1.21K as of Q1 2025.
  • Sandy Spring Bank left its Shoals Technologies Group share count unchanged in Q1 2025.
  • Shoals Technologies Group made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #1077 holding.
  • Sandy Spring Bank first reported a position in Shoals Technologies Group in Q2 2021 and has held it in 16 quarters since.
  • Sandy Spring Bank's Shoals Technologies Group position peaked at $1.07M in Q4 2021.
  • 219 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.