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Winton Group’s Shoals Technologies Group SHLS Stock Holding History

Winton 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
2024
Q2 		– Sell
-75,982
Closed -$849K – 718
2024
Q1 		$849K Buy
+75,982
New +$1.04M 0.06% 360
2022
Q3 		– Sell
-12,597
Closed -$208K – 1073
2022
Q2 		$208K Buy
+12,597
New +$186K 0.01% 897

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

Winton Group's SHLS Position: Q2 2024 in Review

Winton Group sold out of Shoals Technologies Group (SHLS) in Q2 2024, closing a stake of 75,982 shares — an estimated $849K sold.

Winton Group first reported a position in SHLS in Q2 2022 and held it in 2 quarters. The position peaked at $849K in Q1 2024. 248 funds tracked by Wall St. Rank hold SHLS as of Q2 2024.

  • Winton Group reported no remaining Shoals Technologies Group position as of Q2 2024 after selling out during the quarter.
  • Winton Group sold 75,982 Shoals Technologies Group shares in Q2 2024, an estimated $849K.
  • Winton Group first reported a position in Shoals Technologies Group in Q2 2022 and held it in 2 quarters.
  • Winton Group's Shoals Technologies Group position peaked at $849K in Q1 2024.
  • 248 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2024.

Based on Winton Group's 13F filing for Q2 2024, filed 9 Aug 2024.