Shelton Capital Management’s Banco Bradesco BBD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-173,361	Closed	-$638K	–	683
2022 Q3	$638K	Hold	173,361	–	–	0.03%	278
2022 Q2	$565K	Hold	173,361	–	–	0.03%	305
2022 Q1	$731K	Sell	173,361 -28,270	-14%	-$104K	0.03%	303
2021 Q4	$627K	Buy	+201,631	New	+$667K	0.02%	320
2018 Q2	–	Sell	-328,786	Closed	-$2.22M	–	861
2018 Q1	$2.22M	Sell	328,786 -28,496	-8%	-$190K	0.15%	139
2017 Q4	$2.08M	Buy	357,282 +52,107	+17%	+$312K	0.13%	147
2017 Q3	$1.92M	Buy	305,175 +124,581	+69%	+$724K	0.13%	157
2017 Q2	$874K	Buy	180,594 +7,461	+4%	+$37.8K	0.06%	250
2017 Q1	$917K	Sell	173,133 -211,308	-55%	-$1.12M	0.06%	237
2016 Q4	$1.73M	Buy	384,441 +187,027	+95%	+$877K	0.13%	162
2016 Q3	$926K	Buy	+197,414	New	+$895K	0.08%	221

Other funds holding BBD

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Shelton Capital Management's BBD Position: Q4 2022 in Review

Shelton Capital Management sold out of Banco Bradesco (BBD) in Q4 2022, closing a stake of 173,361 shares — an estimated $638K sold.

Shelton Capital Management first reported a position in BBD in Q3 2016 and held it in 11 quarters. The position peaked at $2.22M in Q1 2018. 216 funds tracked by Wall St. Rank hold BBD as of Q4 2022.

Shelton Capital Management reported no remaining Banco Bradesco position as of Q4 2022 after selling out during the quarter.
Shelton Capital Management sold 173,361 Banco Bradesco shares in Q4 2022, an estimated $638K.
Shelton Capital Management first reported a position in Banco Bradesco in Q3 2016 and held it in 11 quarters.
Shelton Capital Management's Banco Bradesco position peaked at $2.22M in Q1 2018.
216 funds tracked by Wall St. Rank held Banco Bradesco as of Q4 2022.

Based on Shelton Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.