HighTower Advisors’s Shenandoah Telecom SHEN Stock Holding History

HighTower Advisors’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
2023 Q1	–	Sell	-10,675	Closed	-$168K	–	3645
2022 Q4	$168K	Buy	+10,675	New	+$195K	﹤0.01%	2822
2014 Q3	–	Sell	-22,522	Closed	-$343K	–	1646
2014 Q2	$343K	Sell	22,522 -62,984	-74%	-$897K	0.01%	1197
2014 Q1	$1.38M	Buy	+85,506	New	+$1.15M	0.03%	631

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

ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

BRIM

Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HighTower Advisors's SHEN Position: Q1 2023 in Review

HighTower Advisors sold out of Shenandoah Telecom (SHEN) in Q1 2023, closing a stake of 10,675 shares — an estimated $168K sold.

HighTower Advisors first reported a position in SHEN in Q1 2014 and held it in 3 quarters. The position peaked at $1.38M in Q1 2014. 127 funds tracked by Wall St. Rank hold SHEN as of Q1 2023.

HighTower Advisors reported no remaining Shenandoah Telecom position as of Q1 2023 after selling out during the quarter.
HighTower Advisors sold 10,675 Shenandoah Telecom shares in Q1 2023, an estimated $168K.
HighTower Advisors first reported a position in Shenandoah Telecom in Q1 2014 and held it in 3 quarters.
HighTower Advisors's Shenandoah Telecom position peaked at $1.38M in Q1 2014.
127 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q1 2023.

Based on HighTower Advisors's 13F filing for Q1 2023, filed 12 May 2023.