Shelton Capital Management’s Covista Inc CVSA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,452	Closed	-$224K	–	710
2025 Q3	$224K	Buy	+1,452	New	+$186K	﹤0.01%	640
2019 Q1	–	Sell	-4,267	Closed	-$202K	–	835
2018 Q4	$202K	Hold	4,267	–	–	0.01%	700
2018 Q3	$206K	Hold	4,267	–	–	0.01%	850
2018 Q2	$205K	Hold	4,267	–	–	0.01%	794
2018 Q1	$203K	Buy	+4,267	New	+$200K	0.01%	782
2017 Q3	–	Sell	-5,910	Closed	-$224K	–	837
2017 Q2	$224K	Hold	5,910	–	–	0.02%	757
2017 Q1	$210K	Buy	+5,910	New	+$195K	0.01%	785
2015 Q1	–	Sell	-5,910	Closed	-$281K	–	797
2014 Q4	$281K	Sell	5,910 -579	-9%	-$27.2K	0.03%	607
2014 Q3	$278K	Hold	6,489	–	–	0.04%	570
2014 Q2	$275K	Hold	6,489	–	–	0.04%	606
2014 Q1	$275K	Hold	6,489	–	–	0.04%	569
2013 Q4	$230K	Buy	+6,489	New	+$224K	0.03%	637
2013 Q3	–	Sell	-6,489	Closed	-$201K	–	691
2013 Q2	$201K	Buy	+6,489	New	+$195K	0.04%	603

Other funds holding CVSA

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Dimensional Fund Advisors

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

Fidelity Investments

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

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return