Shelton Capital Management’s ServisFirst Bancshares SFBS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,052	Closed	-$210K	–	760
2022 Q4	$210K	Hold	3,052	–	–	0.02%	625
2022 Q3	$244K	Sell	3,052 -70	-2%	-$5.91K	0.01%	540
2022 Q2	$246K	Hold	3,122	–	–	0.01%	566
2022 Q1	$297K	Hold	3,122	–	–	0.01%	560
2021 Q4	$265K	Hold	3,122	–	–	0.01%	631
2021 Q3	$243K	Hold	3,122	–	–	0.01%	665
2021 Q2	$212K	Buy	+3,122	New	+$206K	0.01%	772

Other funds holding SFBS

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

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

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

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Shelton Capital Management sold out of ServisFirst Bancshares (SFBS) in Q1 2023, closing a stake of 3,052 shares — an estimated $210K sold.

Shelton Capital Management first reported a position in SFBS in Q2 2021 and held it in 7 quarters. The position peaked at $297K in Q1 2022. 239 funds tracked by Wall St. Rank hold SFBS as of Q1 2023.

Shelton Capital Management reported no remaining ServisFirst Bancshares position as of Q1 2023 after selling out during the quarter.
Shelton Capital Management sold 3,052 ServisFirst Bancshares shares in Q1 2023, an estimated $210K.
Shelton Capital Management first reported a position in ServisFirst Bancshares in Q2 2021 and held it in 7 quarters.
Shelton Capital Management's ServisFirst Bancshares position peaked at $297K in Q1 2022.
239 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2023.

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