ZP
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Zimmer Partners’s Shoals Technologies Group SHLS Stock Holding History

Zimmer Partners’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
2023
Q1 		– Sell
-1,500,000
Closed -$37M – 120
2022
Q4 		$37M Buy
+1,500,000
New +$36.2M 0.74% 37
2021
Q4 		– Sell
-364,285
Closed -$10.2M – 165
2021
Q3 		$10.2M Sell
364,285
-1,700,112
-82% -$52.8M 0.16% 95
2021
Q2 		$73.3M Sell
2,064,397
-503
-0% -$15.2K 0.99% 35
2021
Q1 		$71.8M Buy
+2,064,900
New +$73.2M 0.97% 33

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Zimmer Partners's SHLS Position: Q1 2023 in Review

Zimmer Partners sold out of Shoals Technologies Group (SHLS) in Q1 2023, closing a stake of 1,500,000 shares — an estimated $37M sold.

Zimmer Partners first reported a position in SHLS in Q1 2021 and held it in 4 quarters. The position peaked at $73.3M in Q2 2021. 289 funds tracked by Wall St. Rank hold SHLS as of Q1 2023.

  • Zimmer Partners reported no remaining Shoals Technologies Group position as of Q1 2023 after selling out during the quarter.
  • Zimmer Partners sold 1,500,000 Shoals Technologies Group shares in Q1 2023, an estimated $37M.
  • Zimmer Partners first reported a position in Shoals Technologies Group in Q1 2021 and held it in 4 quarters.
  • Zimmer Partners's Shoals Technologies Group position peaked at $73.3M in Q2 2021.
  • 289 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2023.

Based on Zimmer Partners's 13F filing for Q1 2023, filed 15 May 2023.