Shelton Capital Management’s SITE Centers SITC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-13,396	Closed	-$138K	–	738
2023 Q2	$138K	Hold	13,396	–	–	0.01%	714
2023 Q1	$128K	Sell	13,396 -1,397	-9%	-$14.2K	0.01%	715
2022 Q4	$158K	Hold	14,793	–	–	0.02%	657
2022 Q3	$124K	Hold	14,793	–	–	0.01%	669
2022 Q2	$155K	Hold	14,793	–	–	0.01%	694
2022 Q1	$193K	Buy	+14,793	New	+$180K	0.01%	790
2020 Q1	–	Sell	-14,066	Closed	-$154K	–	799
2019 Q4	$154K	Hold	14,066	–	–	0.01%	785
2019 Q3	$166K	Hold	14,066	–	–	0.01%	774
2019 Q2	$145K	Buy	+14,066	New	+$147K	0.01%	790
2017 Q3	–	Sell	-14,054	Closed	-$164K	–	872
2017 Q2	$164K	Hold	14,054	–	–	0.01%	827
2017 Q1	$227K	Hold	14,054	–	–	0.02%	738
2016 Q4	$277K	Buy	+14,054	New	+$281K	0.02%	655

Other funds holding SITC

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Shelton Capital Management's SITC Position: Q3 2023 in Review

Shelton Capital Management sold out of SITE Centers (SITC) in Q3 2023, closing a stake of 13,396 shares — an estimated $138K sold.

Shelton Capital Management first reported a position in SITC in Q4 2016 and held it in 12 quarters. The position peaked at $277K in Q4 2016. 228 funds tracked by Wall St. Rank hold SITC as of Q3 2023.

Shelton Capital Management reported no remaining SITE Centers position as of Q3 2023 after selling out during the quarter.
Shelton Capital Management sold 13,396 SITE Centers shares in Q3 2023, an estimated $138K.
Shelton Capital Management first reported a position in SITE Centers in Q4 2016 and held it in 12 quarters.
Shelton Capital Management's SITE Centers position peaked at $277K in Q4 2016.
228 funds tracked by Wall St. Rank held SITE Centers as of Q3 2023.

Based on Shelton Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.