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Stamina Capital Management’s Shoals Technologies Group SHLS Stock Holding History

Stamina Capital Management’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
-86,621
Closed -$1.87M – 36
2022
Q3 		$1.87M Buy
+86,621
New +$1.94M 0.99% 29

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

Stamina Capital Management's SHLS Position: Q4 2022 in Review

Stamina Capital Management sold out of Shoals Technologies Group (SHLS) in Q4 2022, closing a stake of 86,621 shares — an estimated $1.87M sold.

Stamina Capital Management first reported a position in SHLS in Q3 2022 and held it in 1 quarter. The position peaked at $1.87M in Q3 2022. 283 funds tracked by Wall St. Rank hold SHLS as of Q4 2022.

  • Stamina Capital Management reported no remaining Shoals Technologies Group position as of Q4 2022 after selling out during the quarter.
  • Stamina Capital Management sold 86,621 Shoals Technologies Group shares in Q4 2022, an estimated $1.87M.
  • Stamina Capital Management first reported a position in Shoals Technologies Group in Q3 2022 and held it in 1 quarter.
  • Stamina Capital Management's Shoals Technologies Group position peaked at $1.87M in Q3 2022.
  • 283 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q4 2022.

Based on Stamina Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.