Shelton Capital Management’s Caribou Biosciences CRBU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-160,700	Closed	-$1.01M	–	737
2022 Q4	$1.01M	Sell	160,700 -12,100	-7%	-$108K	0.11%	206
2022 Q3	$1.82M	Sell	172,800 -9,200	-5%	-$85.7K	0.09%	204
2022 Q2	$988K	Hold	182,000	–	–	0.04%	256
2022 Q1	$1.67M	Hold	182,000	–	–	0.06%	240
2021 Q4	$2.75M	Buy	182,000 +44,000	+32%	+$856K	0.1%	210
2021 Q3	$3.29M	Buy	+138,000	New	+$3.37M	0.13%	176

Other funds holding CRBU

PHS

PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return

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

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

APM

Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return

RCMU

Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Shelton Capital Management's CRBU Position: Q1 2023 in Review

Shelton Capital Management sold out of Caribou Biosciences (CRBU) in Q1 2023, closing a stake of 160,700 shares — an estimated $1.01M sold.

Shelton Capital Management first reported a position in CRBU in Q3 2021 and held it in 6 quarters. The position peaked at $3.29M in Q3 2021. 126 funds tracked by Wall St. Rank hold CRBU as of Q1 2023.

Shelton Capital Management reported no remaining Caribou Biosciences position as of Q1 2023 after selling out during the quarter.
Shelton Capital Management sold 160,700 Caribou Biosciences shares in Q1 2023, an estimated $1.01M.
Shelton Capital Management first reported a position in Caribou Biosciences in Q3 2021 and held it in 6 quarters.
Shelton Capital Management's Caribou Biosciences position peaked at $3.29M in Q3 2021.
126 funds tracked by Wall St. Rank held Caribou Biosciences as of Q1 2023.

Based on Shelton Capital Management's 13F filing for Q1 2023, filed 11 May 2023.