SWM
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Shelton Wealth Management’s e.l.f. Beauty ELF Stock Holding History

Shelton Wealth Management’s Portfolio ELF Stock Details ELF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,700
Closed -$294K – 151
2024
Q3 		$294K Buy
2,700
+400
+17% +$62.8K 0.16% 107
2024
Q2 		$485K Buy
+2,300
New +$409K 0.27% 96

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Shelton Wealth Management's ELF Position: Q4 2024 in Review

Shelton Wealth Management sold out of e.l.f. Beauty (ELF) in Q4 2024, closing a stake of 2,700 shares — an estimated $294K sold.

Shelton Wealth Management first reported a position in ELF in Q2 2024 and held it in 2 quarters. The position peaked at $485K in Q2 2024. 531 funds tracked by Wall St. Rank hold ELF as of Q4 2024.

  • Shelton Wealth Management reported no remaining e.l.f. Beauty position as of Q4 2024 after selling out during the quarter.
  • Shelton Wealth Management sold 2,700 e.l.f. Beauty shares in Q4 2024, an estimated $294K.
  • Shelton Wealth Management first reported a position in e.l.f. Beauty in Q2 2024 and held it in 2 quarters.
  • Shelton Wealth Management's e.l.f. Beauty position peaked at $485K in Q2 2024.
  • 531 funds tracked by Wall St. Rank held e.l.f. Beauty as of Q4 2024.

Based on Shelton Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.