Shelton Capital Management’s Builders FirstSource BLDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5,963	Closed	-$742K	–	736
2023 Q3	$742K	Sell	5,963 -172	-3%	-$23.7K	0.03%	279
2023 Q2	$834K	Sell	6,135 -1,334	-18%	-$148K	0.03%	280
2023 Q1	$663K	Hold	7,469	–	–	0.03%	273
2022 Q4	$485K	Sell	7,469 -1,617	-18%	-$101K	0.05%	274
2022 Q3	$535K	Sell	9,086 -1,096	-11%	-$68.5K	0.03%	298
2022 Q2	$547K	Hold	10,182	–	–	0.02%	313
2022 Q1	$657K	Sell	10,182 -800	-7%	-$58.1K	0.02%	318
2021 Q4	$941K	Sell	10,982 -386	-3%	-$26.1K	0.03%	279
2021 Q3	$588K	Hold	11,368	–	–	0.02%	324
2021 Q2	$485K	Hold	11,368	–	–	0.02%	387
2021 Q1	$527K	Buy	11,368 +6,034	+113%	+$257K	0.02%	369
2020 Q4	$218K	Buy	+5,334	New	+$189K	0.01%	642

Other funds holding BLDR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Shelton Capital Management sold out of Builders FirstSource (BLDR) in Q4 2023, closing a stake of 5,963 shares — an estimated $742K sold.

Shelton Capital Management first reported a position in BLDR in Q4 2020 and held it in 12 quarters. The position peaked at $941K in Q4 2021. 744 funds tracked by Wall St. Rank hold BLDR as of Q4 2023.

Shelton Capital Management reported no remaining Builders FirstSource position as of Q4 2023 after selling out during the quarter.
Shelton Capital Management sold 5,963 Builders FirstSource shares in Q4 2023, an estimated $742K.
Shelton Capital Management first reported a position in Builders FirstSource in Q4 2020 and held it in 12 quarters.
Shelton Capital Management's Builders FirstSource position peaked at $941K in Q4 2021.
744 funds tracked by Wall St. Rank held Builders FirstSource as of Q4 2023.

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