William Blair & Company
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William Blair & Company’s Shoals Technologies Group SHLS Stock Holding History

William Blair & Company’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
Q2 		– Sell
-37,909
Closed -$424K – 1874
2024
Q1 		$424K Buy
37,909
+17,064
+82% +$235K ﹤0.01% 1128
2023
Q4 		$324K Buy
20,845
+1,121
+6% +$17K ﹤0.01% 1224
2023
Q3 		$360K Buy
19,724
+4,291
+28% +$95.5K ﹤0.01% 1155
2023
Q2 		$394K Buy
15,433
+5,125
+50% +$119K ﹤0.01% 1135
2023
Q1 		$235K Sell
10,308
-3,511
-25% -$86.7K ﹤0.01% 1336
2022
Q4 		$341K Sell
13,819
-3,613
-21% -$87.2K ﹤0.01% 1175
2022
Q3 		$376K Buy
17,432
+551
+3% +$12.3K ﹤0.01% 1136
2022
Q2 		$278K Buy
+16,881
New +$249K ﹤0.01% 1302

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
JC
Joho Capital New York $373M AUM 18.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

William Blair & Company's SHLS Position: Q2 2024 in Review

William Blair & Company sold out of Shoals Technologies Group (SHLS) in Q2 2024, closing a stake of 37,909 shares — an estimated $424K sold.

William Blair & Company first reported a position in SHLS in Q2 2022 and held it in 8 quarters. The position peaked at $424K in Q1 2024. 248 funds tracked by Wall St. Rank hold SHLS as of Q2 2024.

  • William Blair & Company reported no remaining Shoals Technologies Group position as of Q2 2024 after selling out during the quarter.
  • William Blair & Company sold 37,909 Shoals Technologies Group shares in Q2 2024, an estimated $424K.
  • William Blair & Company first reported a position in Shoals Technologies Group in Q2 2022 and held it in 8 quarters.
  • William Blair & Company's Shoals Technologies Group position peaked at $424K in Q1 2024.
  • 248 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2024.

Based on William Blair & Company's 13F filing for Q2 2024, filed 12 Aug 2024.