Shelton Capital Management’s AutoNation AN Stock Holding History

Shelton Capital Management’s Portfolio AN Stock Details AN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,506	Closed	-$228K	–	730
2023 Q3	$228K	Hold	1,506	–	–	0.01%	593
2023 Q2	$248K	Sell	1,506 -229	-13%	-$31.8K	0.01%	594
2023 Q1	$233K	Buy	+1,735	New	+$223K	0.01%	605
2022 Q3	–	Sell	-2,103	Closed	-$235K	–	686
2022 Q2	$235K	Hold	2,103	–	–	0.01%	595
2022 Q1	$209K	Sell	2,103 -211	-9%	-$23.3K	0.01%	756
2021 Q4	$270K	Sell	2,314 -740	-24%	-$89K	0.01%	612
2021 Q3	$372K	Hold	3,054	–	–	0.01%	460
2021 Q2	$290K	Sell	3,054 -209	-6%	-$20.5K	0.01%	587
2021 Q1	$304K	Hold	3,263	–	–	0.01%	552
2020 Q4	$228K	Buy	+3,263	New	+$205K	0.01%	622
2018 Q3	–	Sell	-4,193	Closed	-$204K	–	918
2018 Q2	$204K	Buy	+4,193	New	+$199K	0.01%	798
2016 Q1	–	Sell	-7,984	Closed	-$476K	–	755
2015 Q4	$476K	Sell	7,984 -5,400	-40%	-$334K	0.05%	371
2015 Q3	$779K	Buy	13,384 +2,800	+26%	+$170K	0.09%	214
2015 Q2	$667K	Buy	10,584 +5,600	+112%	+$356K	0.07%	275
2015 Q1	$321K	Buy	+4,984	New	+$305K	0.03%	564

Other funds holding AN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Shelton Capital Management's AN Position: Q4 2023 in Review

Shelton Capital Management sold out of AutoNation (AN) in Q4 2023, closing a stake of 1,506 shares — an estimated $228K sold.

Shelton Capital Management first reported a position in AN in Q1 2015 and held it in 15 quarters. The position peaked at $779K in Q3 2015. 443 funds tracked by Wall St. Rank hold AN as of Q4 2023.

Shelton Capital Management reported no remaining AutoNation position as of Q4 2023 after selling out during the quarter.
Shelton Capital Management sold 1,506 AutoNation shares in Q4 2023, an estimated $228K.
Shelton Capital Management first reported a position in AutoNation in Q1 2015 and held it in 15 quarters.
Shelton Capital Management's AutoNation position peaked at $779K in Q3 2015.
443 funds tracked by Wall St. Rank held AutoNation as of Q4 2023.

Based on Shelton Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.