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Savant Capital’s Shoals Technologies Group SHLS Stock Holding History

Savant Capital’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
Q3 		– Sell
-84,654
Closed -$528K – 1459
2024
Q2 		$528K Buy
+84,654
New +$675K 0.01% 779

Other funds holding SHLS

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Vanguard Group
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 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

Savant Capital's SHLS Position: Q3 2024 in Review

Savant Capital sold out of Shoals Technologies Group (SHLS) in Q3 2024, closing a stake of 84,654 shares — an estimated $528K sold.

Savant Capital first reported a position in SHLS in Q2 2024 and held it in 1 quarter. The position peaked at $528K in Q2 2024. 236 funds tracked by Wall St. Rank hold SHLS as of Q3 2024.

  • Savant Capital reported no remaining Shoals Technologies Group position as of Q3 2024 after selling out during the quarter.
  • Savant Capital sold 84,654 Shoals Technologies Group shares in Q3 2024, an estimated $528K.
  • Savant Capital first reported a position in Shoals Technologies Group in Q2 2024 and held it in 1 quarter.
  • Savant Capital's Shoals Technologies Group position peaked at $528K in Q2 2024.
  • 236 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2024.

Based on Savant Capital's 13F filing for Q3 2024, filed 4 Nov 2024.