TwinBeech Capital’s Shoals Technologies Group SHLS Stock Holding History

TwinBeech Capital’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	-266,713	Closed	-$1.5M	–	898
2024 Q3	$1.5M	Buy	+266,713	New	+$1.59M	0.03%	443
2024 Q2	–	Sell	-348,993	Closed	-$3.9M	–	765
2024 Q1	$3.9M	Buy	348,993 +27,220	+8%	+$374K	0.08%	247
2023 Q4	$5M	Buy	321,773 +95,754	+42%	+$1.45M	0.08%	270
2023 Q3	$4.12M	Buy	226,019 +211,301	+1,436%	+$4.7M	0.08%	295
2023 Q2	$376K	Buy	+14,718	New	+$340K	0.01%	524
2023 Q1	–	Sell	-131,435	Closed	-$3.24M	–	861
2022 Q4	$3.24M	Buy	+131,435	New	+$3.17M	0.06%	345
2022 Q2	–	Sell	-141,322	Closed	-$2.41M	–	713
2022 Q1	$2.41M	Buy	+141,322	New	+$2.45M	0.11%	218
2021 Q4	–	Sell	-16,653	Closed	-$464K	–	782
2021 Q3	$464K	Buy	+16,653	New	+$517K	0.03%	440

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

TwinBeech Capital's SHLS Position: Q4 2024 in Review

TwinBeech Capital sold out of Shoals Technologies Group (SHLS) in Q4 2024, closing a stake of 266,713 shares — an estimated $1.5M sold.

TwinBeech Capital first reported a position in SHLS in Q3 2021 and held it in 8 quarters. The position peaked at $5M in Q4 2023. 224 funds tracked by Wall St. Rank hold SHLS as of Q4 2024.

TwinBeech Capital reported no remaining Shoals Technologies Group position as of Q4 2024 after selling out during the quarter.
TwinBeech Capital sold 266,713 Shoals Technologies Group shares in Q4 2024, an estimated $1.5M.
TwinBeech Capital first reported a position in Shoals Technologies Group in Q3 2021 and held it in 8 quarters.
TwinBeech Capital's Shoals Technologies Group position peaked at $5M in Q4 2023.
224 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q4 2024.

Based on TwinBeech Capital's 13F filing for Q4 2024, filed 14 Feb 2025.