SCM
EG icon

Shelton Capital Management’s Everest Group EG Stock Holding History

Shelton Capital Management’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-3,082
Closed -$721K – 870
2017
Q1 		$721K Buy
3,082
+680
+28% +$155K 0.05% 278
2016
Q4 		$520K Sell
2,402
-2,079
-46% -$428K 0.04% 346
2016
Q3 		$851K Hold
4,481
– – 0.07% 236
2016
Q2 		$819K Hold
4,481
– – 0.07% 238
2016
Q1 		$885K Hold
4,481
– – 0.08% 216
2015
Q4 		$820K Hold
4,481
– – 0.08% 222
2015
Q3 		$777K Hold
4,481
– – 0.09% 216
2015
Q2 		$816K Hold
4,481
– – 0.08% 220
2015
Q1 		$780K Sell
4,481
-206
-4% -$36.2K 0.08% 238
2014
Q4 		$798K Sell
4,687
-635
-12% -$107K 0.09% 214
2014
Q3 		$862K Hold
5,322
– – 0.12% 177
2014
Q2 		$854K Hold
5,322
– – 0.12% 179
2014
Q1 		$815K Hold
5,322
– – 0.12% 173
2013
Q4 		$830K Sell
5,322
-361
-6% -$55.1K 0.13% 164
2013
Q3 		$826K Hold
5,683
– – 0.14% 157
2013
Q2 		$729K Buy
+5,683
New +$735K 0.13% 159

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return