Kalos Management’s Shenandoah Telecom SHEN Stock Holding History

Kalos Management’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 Q2	–	Sell	-3,573	Closed	-$68K	–	327
2023 Q1	$68K	Buy	+3,573	New	+$66.8K	0.14%	74

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

Kalos Management's SHEN Position: Q2 2023 in Review

Kalos Management sold out of Shenandoah Telecom (SHEN) in Q2 2023, closing a stake of 3,573 shares — an estimated $68K sold.

Kalos Management first reported a position in SHEN in Q1 2023 and held it in 1 quarter. The position peaked at $68K in Q1 2023. 126 funds tracked by Wall St. Rank hold SHEN as of Q2 2023.

Kalos Management reported no remaining Shenandoah Telecom position as of Q2 2023 after selling out during the quarter.
Kalos Management sold 3,573 Shenandoah Telecom shares in Q2 2023, an estimated $68K.
Kalos Management first reported a position in Shenandoah Telecom in Q1 2023 and held it in 1 quarter.
Kalos Management's Shenandoah Telecom position peaked at $68K in Q1 2023.
126 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.