Shelton Capital Management’s CVB Financial CVBF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-8,024	Closed	-$207K	–	739
2022 Q4	$207K	Hold	8,024	–	–	0.02%	636
2022 Q3	$203K	Buy	+8,024	New	+$209K	0.01%	635
2020 Q2	–	Sell	-11,038	Closed	-$221K	–	683
2020 Q1	$221K	Buy	11,038 +1,461	+15%	+$29.4K	0.02%	510
2019 Q4	$207K	Buy	+9,577	New	+$203K	0.01%	745
2019 Q3	–	Sell	-10,289	Closed	-$216K	–	832
2019 Q2	$216K	Buy	10,289 +10,072	+4,641%	+$215K	0.01%	735
2019 Q1	$10.3K	Sell	217 -10,072	-98%	-$221K	0.04%	390
2018 Q4	$208K	Hold	10,289	–	–	0.01%	683
2018 Q3	$230K	Buy	10,289 +1,027	+11%	+$24.2K	0.01%	771
2018 Q2	$208K	Hold	9,262	–	–	0.01%	782
2018 Q1	$210K	Hold	9,262	–	–	0.01%	756
2017 Q4	$218K	Hold	9,262	–	–	0.01%	775
2017 Q3	$224K	Sell	9,262 -755	-8%	-$16.3K	0.02%	732
2017 Q2	$225K	Buy	10,017 +786	+9%	+$16.8K	0.02%	754
2017 Q1	$204K	Buy	+9,231	New	+$211K	0.01%	808

Other funds holding CVBF

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Shelton Capital Management sold out of CVB Financial (CVBF) in Q1 2023, closing a stake of 8,024 shares — an estimated $207K sold.

Shelton Capital Management first reported a position in CVBF in Q1 2017 and held it in 14 quarters. The position peaked at $230K in Q3 2018. 238 funds tracked by Wall St. Rank hold CVBF as of Q1 2023.

Shelton Capital Management reported no remaining CVB Financial position as of Q1 2023 after selling out during the quarter.
Shelton Capital Management sold 8,024 CVB Financial shares in Q1 2023, an estimated $207K.
Shelton Capital Management first reported a position in CVB Financial in Q1 2017 and held it in 14 quarters.
Shelton Capital Management's CVB Financial position peaked at $230K in Q3 2018.
238 funds tracked by Wall St. Rank held CVB Financial as of Q1 2023.

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