Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Shoals Technologies Group SHLS Stock Holding History

Sumitomo Mitsui Trust Group’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
2025
Q1 		– Sell
-62,599
Closed -$346K – 1059
2024
Q4 		$346K Sell
62,599
-4,381
-7% -$22.2K ﹤0.01% 986
2024
Q3 		$376K Sell
66,980
-6,102
-8% -$36.5K ﹤0.01% 995
2024
Q2 		$456K Sell
73,082
-301,039
-80% -$2.4M ﹤0.01% 975
2024
Q1 		$4.18M Sell
374,121
-3,067
-0.8% -$42.2K ﹤0.01% 830
2023
Q4 		$5.86M Buy
377,188
+10,686
+3% +$162K ﹤0.01% 808
2023
Q3 		$6.69M Sell
366,502
-9,462
-3% -$211K 0.01% 814
2023
Q2 		$9.61M Sell
375,964
-331,330
-47% -$7.66M 0.01% 793
2023
Q1 		$16.1M Buy
707,294
+7,877
+1% +$194K 0.01% 742
2022
Q4 		$17.3M Sell
699,417
-1,221
-0.2% -$29.5K 0.01% 738
2022
Q3 		$15.1M Sell
700,638
-25,799
-4% -$576K 0.01% 745
2022
Q2 		$12M Buy
726,437
+3,941
+0.5% +$58.2K 0.01% 780
2022
Q1 		$12.3M Buy
722,496
+369,948
+105% +$6.41M 0.01% 777
2021
Q4 		$8.57M Buy
352,548
+268,869
+321% +$7.73M 0.01% 784
2021
Q3 		$2.33M Buy
83,679
+49,319
+144% +$1.53M ﹤0.01% 929
2021
Q2 		$1.22M Buy
34,360
+7,704
+29% +$232K ﹤0.01% 1013
2021
Q1 		$927K Buy
+26,656
New +$944K ﹤0.01% 1015

Other funds holding SHLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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 Trust Group's SHLS Position: Q1 2025 in Review

Sumitomo Mitsui Trust Group sold out of Shoals Technologies Group (SHLS) in Q1 2025, closing a stake of 62,599 shares — an estimated $346K sold.

Sumitomo Mitsui Trust Group first reported a position in SHLS in Q1 2021 and held it in 16 quarters. The position peaked at $17.3M in Q4 2022. 219 funds tracked by Wall St. Rank hold SHLS as of Q1 2025.

  • Sumitomo Mitsui Trust Group reported no remaining Shoals Technologies Group position as of Q1 2025 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 62,599 Shoals Technologies Group shares in Q1 2025, an estimated $346K.
  • Sumitomo Mitsui Trust Group first reported a position in Shoals Technologies Group in Q1 2021 and held it in 16 quarters.
  • Sumitomo Mitsui Trust Group's Shoals Technologies Group position peaked at $17.3M in Q4 2022.
  • 219 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2025.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2025, filed 25 Apr 2025.