Shelton Capital Management’s Xerox XRX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-9,411	Closed	-$221K	–	850
2021 Q2	$221K	Buy	+9,411	New	+$228K	0.01%	744
2017 Q2	–	Sell	-2,578	Closed	-$76K	–	901
2017 Q1	$76K	Sell	2,578 -1,335	-34%	-$38.5K	0.01%	848
2016 Q4	$90K	Sell	3,913 -759	-16%	-$18.9K	0.01%	861
2016 Q3	$125K	Hold	4,672	–	–	0.01%	773
2016 Q2	$117K	Buy	4,672 +759	+19%	+$20K	0.01%	748
2016 Q1	$115K	Hold	3,913	–	–	0.01%	748
2015 Q4	$110K	Hold	3,913	–	–	0.01%	740
2015 Q3	$100K	Hold	3,913	–	–	0.01%	734
2015 Q2	$110K	Hold	3,913	–	–	0.01%	765
2015 Q1	$132K	Hold	3,913	–	–	0.01%	786
2014 Q4	$143K	Hold	3,913	–	–	0.02%	779
2014 Q3	$136K	Hold	3,913	–	–	0.02%	748
2014 Q2	$128K	Hold	3,913	–	–	0.02%	788
2014 Q1	$117K	Sell	3,913 -189	-5%	-$5.54K	0.02%	757
2013 Q4	$132K	Hold	4,102	–	–	0.02%	741
2013 Q3	$111K	Sell	4,102 -266	-6%	-$6.99K	0.02%	679
2013 Q2	$104K	Buy	+4,368	New	+$102K	0.02%	633

Other funds holding XRX

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Shelton Capital Management's XRX Position: Q3 2021 in Review

Shelton Capital Management sold out of Xerox (XRX) in Q3 2021, closing a stake of 9,411 shares — an estimated $221K sold.

Shelton Capital Management first reported a position in XRX in Q2 2013 and held it in 17 quarters. The position peaked at $221K in Q2 2021. 340 funds tracked by Wall St. Rank hold XRX as of Q3 2021.

Shelton Capital Management reported no remaining Xerox position as of Q3 2021 after selling out during the quarter.
Shelton Capital Management sold 9,411 Xerox shares in Q3 2021, an estimated $221K.
Shelton Capital Management first reported a position in Xerox in Q2 2013 and held it in 17 quarters.
Shelton Capital Management's Xerox position peaked at $221K in Q2 2021.
340 funds tracked by Wall St. Rank held Xerox as of Q3 2021.

Based on Shelton Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.