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Schubert & Co’s Shoals Technologies Group SHLS Stock Holding History

Schubert & Co’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
Q2 		– Sell
-8
Closed -$183 – 1258
2023
Q1 		$183 Buy
8
+4
+100% +$99 ﹤0.01% 1555
2022
Q4 		$99 Buy
+4
New +$97 ﹤0.01% 1583

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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Schubert & Co's SHLS Position: Q2 2023 in Review

Schubert & Co sold out of Shoals Technologies Group (SHLS) in Q2 2023, closing a stake of 8 shares — an estimated $183 sold.

Schubert & Co first reported a position in SHLS in Q4 2022 and held it in 2 quarters. The position peaked at $183 in Q1 2023. 289 funds tracked by Wall St. Rank hold SHLS as of Q2 2023.

  • Schubert & Co reported no remaining Shoals Technologies Group position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 8 Shoals Technologies Group shares in Q2 2023, an estimated $183.
  • Schubert & Co first reported a position in Shoals Technologies Group in Q4 2022 and held it in 2 quarters.
  • Schubert & Co's Shoals Technologies Group position peaked at $183 in Q1 2023.
  • 289 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.