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Lindbrook Capital’s Shenandoah Telecom SHEN Stock Holding History

Lindbrook Capital’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
2025
Q1 		$1.53K Sell
122
-221
-64% -$2.6K ﹤0.01% 2359
2024
Q4 		$4.33K Buy
343
+272
+383% +$3.66K ﹤0.01% 2047
2024
Q3 		$1K Sell
71
-827
-92% -$13.7K ﹤0.01% 2501
2024
Q2 		$14.7K Buy
+898
New +$14.5K ﹤0.01% 1417
2024
Q1 		– Sell
-119
Closed -$2.57K – 2747
2023
Q4 		$2.57K Buy
+119
New +$2.67K ﹤0.01% 2182
2023
Q3 		– Sell
-85
Closed -$1.65K – 2808
2023
Q2 		$1.65K Sell
85
-123
-59% -$2.41K ﹤0.01% 2225
2023
Q1 		$3.96K Buy
+208
New +$3.89K ﹤0.01% 1955
2022
Q4 		– Sell
-234
Closed -$4K – 2991
2022
Q3 		$4K Buy
234
+204
+680% +$4.35K ﹤0.01% 1795
2022
Q2 		$1K Sell
30
-37
-55% -$836 ﹤0.01% 2358
2022
Q1 		$2K Buy
67
+17
+34% +$384 ﹤0.01% 2080
2021
Q4 		$1K Buy
+50
New +$1.4K ﹤0.01% 1992
2021
Q3 		– Sell
-26
Closed -$1K – 1987
2021
Q2 		$1K Buy
26
+16
+160% +$792 ﹤0.01% 1819
2021
Q1 		$0 Buy
+10
New +$458 ﹤0.01% 1934
2020
Q4 		– Sell
-11
Closed – – 1860
2020
Q3 		$0 Buy
+11
New +$561 ﹤0.01% 1829

Other funds holding SHEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GGH
GCM Grosvenor Holdings Chicago, Illinois $901M AUM 28.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Lindbrook Capital's SHEN Position: Q1 2025 in Review

Lindbrook Capital reduced its Shenandoah Telecom (SHEN) stake by 64% in Q1 2025, selling an estimated $2.6K and leaving 122 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #2359.

Lindbrook Capital first reported a position in SHEN in Q3 2020 and has held it in 14 quarters since. The position peaked at $14.7K in Q2 2024. 163 funds tracked by Wall St. Rank hold SHEN as of Q1 2025.

  • Lindbrook Capital held 122 shares of Shenandoah Telecom worth $1.53K as of Q1 2025.
  • Lindbrook Capital sold 221 Shenandoah Telecom shares in Q1 2025, an estimated $2.6K.
  • Shenandoah Telecom made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2359 holding.
  • Lindbrook Capital first reported a position in Shenandoah Telecom in Q3 2020 and has held it in 14 quarters since.
  • Lindbrook Capital's Shenandoah Telecom position peaked at $14.7K in Q2 2024.
  • 163 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.