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Sumitomo Mitsui DS Asset Management’s Shoals Technologies Group SHLS Stock Holding History

Sumitomo Mitsui DS Asset 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
2024
Q4 		– Sell
-50,051
Closed -$281K – 785
2024
Q3 		$281K Hold
50,051
– – ﹤0.01% 733
2024
Q2 		$312K Sell
50,051
-47,253
-49% -$377K ﹤0.01% 724
2024
Q1 		$1.09M Sell
97,304
-27,102
-22% -$373K 0.01% 580
2023
Q4 		$1.93M Sell
124,406
-206,229
-62% -$3.12M 0.03% 461
2023
Q3 		$6.03M Sell
330,635
-7,369
-2% -$164K 0.09% 183
2023
Q2 		$8.64M Buy
338,004
+88,192
+35% +$2.04M 0.13% 147
2023
Q1 		$5.69M Buy
249,812
+628
+0.3% +$15.5K 0.1% 167
2022
Q4 		$6.15M Sell
249,184
-1,569
-0.6% -$37.9K 0.12% 146
2022
Q3 		$5.4M Buy
250,753
+42,148
+20% +$942K 0.12% 145
2022
Q2 		$3.44M Sell
208,605
-68,705
-25% -$1.01M 0.08% 204
2022
Q1 		$4.72M Buy
277,310
+79,920
+40% +$1.38M 0.1% 181
2021
Q4 		$4.8M Buy
197,390
+118,105
+149% +$3.4M 0.1% 182
2021
Q3 		$2.21M Buy
+79,285
New +$2.46M 0.05% 311

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 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
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's SHLS Position: Q4 2024 in Review

Sumitomo Mitsui DS Asset Management sold out of Shoals Technologies Group (SHLS) in Q4 2024, closing a stake of 50,051 shares — an estimated $281K sold.

Sumitomo Mitsui DS Asset Management first reported a position in SHLS in Q3 2021 and held it in 13 quarters. The position peaked at $8.64M in Q2 2023. 224 funds tracked by Wall St. Rank hold SHLS as of Q4 2024.

  • Sumitomo Mitsui DS Asset Management reported no remaining Shoals Technologies Group position as of Q4 2024 after selling out during the quarter.
  • Sumitomo Mitsui DS Asset Management sold 50,051 Shoals Technologies Group shares in Q4 2024, an estimated $281K.
  • Sumitomo Mitsui DS Asset Management first reported a position in Shoals Technologies Group in Q3 2021 and held it in 13 quarters.
  • Sumitomo Mitsui DS Asset Management's Shoals Technologies Group position peaked at $8.64M in Q2 2023.
  • 224 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q4 2024.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q4 2024, filed 28 Jan 2025.