Shelton Capital Management’s Simmons First National SFNC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-6,990	Closed	-$207K	–	865
2021 Q4	$207K	Hold	6,990	–	–	0.01%	785
2021 Q3	$207K	Hold	6,990	–	–	0.01%	752
2021 Q2	$205K	Sell	6,990 -254	-4%	-$7.58K	0.01%	790
2021 Q1	$215K	Buy	+7,244	New	+$204K	0.01%	743
2020 Q1	–	Sell	-8,638	Closed	-$231K	–	796
2019 Q4	$231K	Sell	8,638 -664	-7%	-$16.8K	0.01%	675
2019 Q3	$232K	Hold	9,302	–	–	0.01%	672
2019 Q2	$216K	Buy	9,302 +9,074	+3,980%	+$221K	0.01%	736
2019 Q1	$9.3K	Sell	228 -9,074	-98%	-$233K	0.04%	423
2018 Q4	$224K	Buy	9,302 +1,435	+18%	+$38.6K	0.02%	643
2018 Q3	$232K	Buy	7,867 +368	+5%	+$11.3K	0.01%	765
2018 Q2	$224K	Hold	7,499	–	–	0.01%	734
2018 Q1	$213K	Buy	+7,499	New	+$220K	0.01%	750

Other funds holding SFNC

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Shelton Capital Management's SFNC Position: Q1 2022 in Review

Shelton Capital Management sold out of Simmons First National (SFNC) in Q1 2022, closing a stake of 6,990 shares — an estimated $207K sold.

Shelton Capital Management first reported a position in SFNC in Q1 2018 and held it in 12 quarters. The position peaked at $232K in Q3 2019. 219 funds tracked by Wall St. Rank hold SFNC as of Q1 2022.

Shelton Capital Management reported no remaining Simmons First National position as of Q1 2022 after selling out during the quarter.
Shelton Capital Management sold 6,990 Simmons First National shares in Q1 2022, an estimated $207K.
Shelton Capital Management first reported a position in Simmons First National in Q1 2018 and held it in 12 quarters.
Shelton Capital Management's Simmons First National position peaked at $232K in Q3 2019.
219 funds tracked by Wall St. Rank held Simmons First National as of Q1 2022.

Based on Shelton Capital Management's 13F filing for Q1 2022, filed 12 May 2022.