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Shelton Capital Management’s West Pharmaceutical WST Stock Holding History

Shelton Capital Management’s Portfolio WST Stock Details WST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-474
Closed -$222K – 878
2021
Q4 		$222K Hold
474
– – 0.01% 735
2021
Q3 		$201K Buy
+474
New +$200K 0.01% 777
2020
Q2 		– Sell
-4,534
Closed -$690K – 715
2020
Q1 		$690K Sell
4,534
-170
-4% -$26.2K 0.05% 251
2019
Q4 		$707K Sell
4,704
-192
-4% -$28K 0.04% 275
2019
Q3 		$694K Sell
4,896
-137
-3% -$18.9K 0.04% 272
2019
Q2 		$630K Buy
5,033
+4,455
+771% +$526K 0.04% 291
2019
Q1 		$5.25K Sell
578
-4,671
-89% -$486K 0.02% 562
2018
Q4 		$515K Hold
5,249
– – 0.04% 307
2018
Q3 		$648K Hold
5,249
– – 0.04% 299
2018
Q2 		$521K Hold
5,249
– – 0.03% 339
2018
Q1 		$463K Sell
5,249
-282
-5% -$26.4K 0.03% 379
2017
Q4 		$546K Hold
5,531
– – 0.04% 357
2017
Q3 		$532K Hold
5,531
– – 0.04% 345
2017
Q2 		$523K Hold
5,531
– – 0.04% 355
2017
Q1 		$451K Hold
5,531
– – 0.03% 407
2016
Q4 		$469K Sell
5,531
-1,297
-19% -$102K 0.04% 380
2016
Q3 		$509K Hold
6,828
– – 0.04% 358
2016
Q2 		$518K Hold
6,828
– – 0.05% 361
2016
Q1 		$473K Hold
6,828
– – 0.04% 381
2015
Q4 		$411K Hold
6,828
– – 0.04% 421
2015
Q3 		$370K Buy
6,828
+1,216
+22% +$70.9K 0.04% 438
2015
Q2 		$326K Hold
5,612
– – 0.03% 547
2015
Q1 		$338K Hold
5,612
– – 0.04% 542
2014
Q4 		$299K Hold
5,612
– – 0.03% 577
2014
Q3 		$251K Hold
5,612
– – 0.03% 618
2014
Q2 		$237K Buy
5,612
+361
+7% +$15.5K 0.03% 673
2014
Q1 		$231K Hold
5,251
– – 0.03% 658
2013
Q4 		$258K Buy
+5,251
New +$246K 0.04% 587

Other funds holding WST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

Shelton Capital Management sold out of West Pharmaceutical (WST) in Q1 2022, closing a stake of 474 shares — an estimated $222K sold.

Shelton Capital Management first reported a position in WST in Q4 2013 and held it in 28 quarters. The position peaked at $707K in Q4 2019. 716 funds tracked by Wall St. Rank hold WST as of Q1 2022.

  • Shelton Capital Management reported no remaining West Pharmaceutical position as of Q1 2022 after selling out during the quarter.
  • Shelton Capital Management sold 474 West Pharmaceutical shares in Q1 2022, an estimated $222K.
  • Shelton Capital Management first reported a position in West Pharmaceutical in Q4 2013 and held it in 28 quarters.
  • Shelton Capital Management's West Pharmaceutical position peaked at $707K in Q4 2019.
  • 716 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2022.

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