Shelton Capital Management’s Avis CAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,142	Closed	-$205K	–	738
2023 Q3	$205K	Hold	1,142	–	–	0.01%	651
2023 Q2	$261K	Sell	1,142 -120	-10%	-$22K	0.01%	569
2023 Q1	$246K	Hold	1,262	–	–	0.01%	579
2022 Q4	$207K	Sell	1,262 -541	-30%	-$109K	0.02%	633
2022 Q3	$268K	Sell	1,803 -328	-15%	-$53.9K	0.01%	493
2022 Q2	$313K	Hold	2,131	–	–	0.01%	456
2022 Q1	$561K	Sell	2,131 -373	-15%	-$75K	0.02%	337
2021 Q4	$519K	Sell	2,504 -375	-13%	-$83.1K	0.02%	367
2021 Q3	$335K	Hold	2,879	–	–	0.01%	507
2021 Q2	$224K	Hold	2,879	–	–	0.01%	732
2021 Q1	$209K	Buy	+2,879	New	+$149K	0.01%	759
2018 Q2	–	Sell	-5,065	Closed	-$237K	–	863
2018 Q1	$237K	Sell	5,065 -2,004	-28%	-$90.3K	0.02%	684
2017 Q4	$310K	Hold	7,069	–	–	0.02%	564
2017 Q3	$269K	Buy	+7,069	New	+$238K	0.02%	624
2017 Q2	–	Sell	-7,069	Closed	-$209K	–	864
2017 Q1	$209K	Hold	7,069	–	–	0.01%	795
2016 Q4	$259K	Hold	7,069	–	–	0.02%	696
2016 Q3	$242K	Buy	+7,069	New	+$256K	0.02%	656

Other funds holding CAR

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

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

Nomura Holdings

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return