Shelton Capital Management’s WD-40 WDFC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-885	Closed	-$217K	–	876
2021 Q4	$217K	Hold	885	–	–	0.01%	752
2021 Q3	$205K	Hold	885	–	–	0.01%	758
2021 Q2	$227K	Sell	885 -33	-4%	-$8.43K	0.01%	725
2021 Q1	$281K	Hold	918	–	–	0.01%	583
2020 Q4	$244K	Buy	+918	New	+$222K	0.01%	585
2020 Q2	–	Sell	-1,131	Closed	-$227K	–	713
2020 Q1	$227K	Sell	1,131 -96	-8%	-$18.1K	0.02%	504
2019 Q4	$238K	Sell	1,227 -65	-5%	-$12.2K	0.01%	662
2019 Q3	$237K	Sell	1,292 -104	-7%	-$18.7K	0.01%	663
2019 Q2	$222K	Buy	1,396 +1,159	+489%	+$190K	0.01%	727
2019 Q1	$1.4K	Sell	237 -1,159	-83%	-$204K	0.01%	814
2018 Q4	$256K	Hold	1,396	–	–	0.02%	556
2018 Q3	$240K	Buy	+1,396	New	+$234K	0.01%	739

Other funds holding WDFC

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

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

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

Shelton Capital Management sold out of WD-40 (WDFC) in Q1 2022, closing a stake of 885 shares — an estimated $217K sold.

Shelton Capital Management first reported a position in WDFC in Q3 2018 and held it in 12 quarters. The position peaked at $281K in Q1 2021. 288 funds tracked by Wall St. Rank hold WDFC as of Q1 2022.

Shelton Capital Management reported no remaining WD-40 position as of Q1 2022 after selling out during the quarter.
Shelton Capital Management sold 885 WD-40 shares in Q1 2022, an estimated $217K.
Shelton Capital Management first reported a position in WD-40 in Q3 2018 and held it in 12 quarters.
Shelton Capital Management's WD-40 position peaked at $281K in Q1 2021.
288 funds tracked by Wall St. Rank held WD-40 as of Q1 2022.

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