Sumitomo Life Insurance’s Shoals Technologies Group SHLS Stock Holding History

Sumitomo Life Insurance’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 Q4	–	Sell	-58,147	Closed	-$1.06M	–	261
2023 Q3	$1.06M	Sell	58,147 -652	-1%	-$14.5K	0.03%	162
2023 Q2	$1.5M	Buy	58,799 +242	+0.4%	+$5.6K	0.07%	132
2023 Q1	$1.33M	Sell	58,557 -445	-0.8%	-$11K	0.11%	145
2022 Q4	$1.46M	Sell	59,002 -760	-1%	-$18.3K	0.11%	128
2022 Q3	$1.29M	Buy	59,762 +53,121	+800%	+$1.19M	0.05%	136
2022 Q2	$109K	Hold	6,641	–	–	﹤0.01%	272
2022 Q1	$113K	Buy	+6,641	New	+$115K	﹤0.01%	270

Other funds holding SHLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Sumitomo Life Insurance's SHLS Position: Q4 2023 in Review

Sumitomo Life Insurance sold out of Shoals Technologies Group (SHLS) in Q4 2023, closing a stake of 58,147 shares — an estimated $1.06M sold.

Sumitomo Life Insurance first reported a position in SHLS in Q1 2022 and held it in 7 quarters. The position peaked at $1.5M in Q2 2023. 290 funds tracked by Wall St. Rank hold SHLS as of Q4 2023.

Sumitomo Life Insurance reported no remaining Shoals Technologies Group position as of Q4 2023 after selling out during the quarter.
Sumitomo Life Insurance sold 58,147 Shoals Technologies Group shares in Q4 2023, an estimated $1.06M.
Sumitomo Life Insurance first reported a position in Shoals Technologies Group in Q1 2022 and held it in 7 quarters.
Sumitomo Life Insurance's Shoals Technologies Group position peaked at $1.5M in Q2 2023.
290 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q4 2023.

Based on Sumitomo Life Insurance's 13F filing for Q4 2023, filed 30 Jan 2024.