Shelton Capital Management’s Iridium Communications IRDM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5,390	Closed	-$222K	–	752
2023 Q4	$222K	Sell	5,390 -461	-8%	-$18.3K	0.01%	643
2023 Q3	$266K	Sell	5,851 -324	-5%	-$16.8K	0.01%	526
2023 Q2	$384K	Sell	6,175 -136	-2%	-$8.41K	0.01%	387
2023 Q1	$391K	Sell	6,311 -203	-3%	-$12.2K	0.02%	370
2022 Q4	$335K	Hold	6,514	–	–	0.04%	389
2022 Q3	$289K	Hold	6,514	–	–	0.01%	463
2022 Q2	$245K	Hold	6,514	–	–	0.01%	572
2022 Q1	$263K	Hold	6,514	–	–	0.01%	635
2021 Q4	$269K	Hold	6,514	–	–	0.01%	618
2021 Q3	$260K	Hold	6,514	–	–	0.01%	629
2021 Q2	$260K	Hold	6,514	–	–	0.01%	650
2021 Q1	$269K	Sell	6,514 -647	-9%	-$28.3K	0.01%	607
2020 Q4	$282K	Buy	+7,161	New	+$225K	0.01%	520
2020 Q1	–	Sell	-8,656	Closed	-$213K	–	736
2019 Q4	$213K	Buy	+8,656	New	+$207K	0.01%	725
2019 Q3	–	Sell	-9,712	Closed	-$226K	–	845
2019 Q2	$226K	Buy	9,712 +9,455	+3,679%	+$235K	0.01%	714
2019 Q1	$9.71K	Buy	+257	New	+$5.53K	0.04%	409

Other funds holding IRDM

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

BAMCO Inc New York $33.1B AUM 11.16% 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

SHCM

Silver Heights Capital Management Toronto, Ontario, Canada $260M AUM 6.93% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Shelton Capital Management's IRDM Position: Q1 2024 in Review

Shelton Capital Management sold out of Iridium Communications (IRDM) in Q1 2024, closing a stake of 5,390 shares — an estimated $222K sold.

Shelton Capital Management first reported a position in IRDM in Q1 2019 and held it in 16 quarters. The position peaked at $391K in Q1 2023. 330 funds tracked by Wall St. Rank hold IRDM as of Q1 2024.

Shelton Capital Management reported no remaining Iridium Communications position as of Q1 2024 after selling out during the quarter.
Shelton Capital Management sold 5,390 Iridium Communications shares in Q1 2024, an estimated $222K.
Shelton Capital Management first reported a position in Iridium Communications in Q1 2019 and held it in 16 quarters.
Shelton Capital Management's Iridium Communications position peaked at $391K in Q1 2023.
330 funds tracked by Wall St. Rank held Iridium Communications as of Q1 2024.

Based on Shelton Capital Management's 13F filing for Q1 2024, filed 15 May 2024.