Shelton Capital Management’s Interpublic Group of Companies IPG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-93,870	Closed	-$2.69M	–	748
2023 Q3	$2.69M	Sell	93,870 -3,559	-4%	-$119K	0.1%	214
2023 Q2	$3.76M	Buy	+97,429	New	+$3.68M	0.13%	162
2022 Q3	–	Sell	-15,129	Closed	-$417K	–	705
2022 Q2	$417K	Sell	15,129 -16,138	-52%	-$512K	0.02%	354
2022 Q1	$1.11M	Sell	31,267 -300	-1%	-$10.8K	0.04%	266
2021 Q4	$1.18M	Buy	31,567 +19,500	+162%	+$709K	0.04%	260
2021 Q3	$442K	Buy	12,067 +3,100	+35%	+$111K	0.02%	394
2021 Q2	$291K	Sell	8,967 -58,567	-87%	-$1.87M	0.01%	585
2021 Q1	$1.97M	Buy	+67,534	New	+$1.78M	0.07%	244
2016 Q4	–	Sell	-9,641	Closed	-$215K	–	883
2016 Q3	$215K	Buy	9,641 +463	+5%	+$10.6K	0.02%	718
2016 Q2	$212K	Buy	+9,178	New	+$216K	0.02%	691

Other funds holding IPG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Shelton Capital Management's IPG Position: Q4 2023 in Review

Shelton Capital Management sold out of Interpublic Group of Companies (IPG) in Q4 2023, closing a stake of 93,870 shares — an estimated $2.69M sold.

Shelton Capital Management first reported a position in IPG in Q2 2016 and held it in 10 quarters. The position peaked at $3.76M in Q2 2023. 733 funds tracked by Wall St. Rank hold IPG as of Q4 2023.

Shelton Capital Management reported no remaining Interpublic Group of Companies position as of Q4 2023 after selling out during the quarter.
Shelton Capital Management sold 93,870 Interpublic Group of Companies shares in Q4 2023, an estimated $2.69M.
Shelton Capital Management first reported a position in Interpublic Group of Companies in Q2 2016 and held it in 10 quarters.
Shelton Capital Management's Interpublic Group of Companies position peaked at $3.76M in Q2 2023.
733 funds tracked by Wall St. Rank held Interpublic Group of Companies as of Q4 2023.

Based on Shelton Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.