Ellevest Inc’s Shenandoah Telecom SHEN Stock Holding History

Ellevest Inc’s Portfolio SHEN Stock Details SHEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-30	Closed	-$1K	–	1560
2021 Q2	$1K	Buy	+30	New	+$1.49K	﹤0.01%	1199
2020 Q2	–	Sell	-27	Closed	-$1K	–	1305
2020 Q1	$1K	Buy	+27	New	+$1.2K	﹤0.01%	969

Other funds holding SHEN

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ellevest Inc's SHEN Position: Q3 2021 in Review

Ellevest Inc sold out of Shenandoah Telecom (SHEN) in Q3 2021, closing a stake of 30 shares — an estimated $1K sold.

Ellevest Inc first reported a position in SHEN in Q1 2020 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 140 funds tracked by Wall St. Rank hold SHEN as of Q3 2021.

Ellevest Inc reported no remaining Shenandoah Telecom position as of Q3 2021 after selling out during the quarter.
Ellevest Inc sold 30 Shenandoah Telecom shares in Q3 2021, an estimated $1K.
Ellevest Inc first reported a position in Shenandoah Telecom in Q1 2020 and held it in 2 quarters.
Ellevest Inc's Shenandoah Telecom position peaked at $1K in Q2 2021.
140 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q3 2021.

Based on Ellevest Inc's 13F filing for Q3 2021, filed 19 Oct 2021.