Shelton Wealth Management’s Cleveland-Cliffs CLF Stock Holding History

Shelton Wealth Management’s Portfolio CLF Stock Details CLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-14,678	Closed	-$229K	–	107
2023 Q3	$229K	Sell	14,678 -7,336	-33%	-$115K	0.18%	59
2023 Q2	$369K	Buy	22,014 +2,160	+11%	+$34.3K	0.29%	40
2023 Q1	$364K	Buy	19,854 +5,366	+37%	+$106K	0.3%	43
2022 Q4	$233K	Sell	14,488 -10,634	-42%	-$160K	0.18%	57
2022 Q3	$338K	Sell	25,122 -10	-0%	-$166	0.3%	43
2022 Q2	$386K	Buy	25,132 +1,106	+5%	+$26.4K	0.33%	41
2022 Q1	$774K	Buy	24,026 +5,515	+30%	+$126K	0.61%	26
2021 Q4	$403K	Buy	+18,511	New	+$399K	0.32%	41

Other funds holding CLF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Shelton Wealth Management's CLF Position: Q4 2023 in Review

Shelton Wealth Management sold out of Cleveland-Cliffs (CLF) in Q4 2023, closing a stake of 14,678 shares — an estimated $229K sold.

Shelton Wealth Management first reported a position in CLF in Q4 2021 and held it in 8 quarters. The position peaked at $774K in Q1 2022. 624 funds tracked by Wall St. Rank hold CLF as of Q4 2023.

Shelton Wealth Management reported no remaining Cleveland-Cliffs position as of Q4 2023 after selling out during the quarter.
Shelton Wealth Management sold 14,678 Cleveland-Cliffs shares in Q4 2023, an estimated $229K.
Shelton Wealth Management first reported a position in Cleveland-Cliffs in Q4 2021 and held it in 8 quarters.
Shelton Wealth Management's Cleveland-Cliffs position peaked at $774K in Q1 2022.
624 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q4 2023.

Based on Shelton Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.