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Winton Group’s Shenandoah Telecom SHEN Stock Holding History

Winton Group’s Portfolio SHEN Stock Details SHEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-46,431
Closed -$807K – 717
2024
Q1 		$807K Buy
46,431
+32,151
+225% +$623K 0.06% 378
2023
Q4 		$309K Buy
+14,280
New +$320K 0.02% 532
2022
Q2 		– Sell
-9,718
Closed -$229K – 1070
2022
Q1 		$229K Sell
9,718
-8,587
-47% -$194K 0.01% 876
2021
Q4 		$467K Buy
18,305
+5,517
+43% +$155K 0.03% 694
2021
Q3 		$404K Buy
12,788
+5,789
+83% +$220K 0.02% 968
2021
Q2 		$340K Buy
+6,999
New +$347K 0.02% 1126
2020
Q1 		– Sell
-23,800
Closed -$990K – 1528
2019
Q4 		$990K Buy
+23,800
New +$843K 0.01% 1067
2019
Q3 		– Sell
-12,437
Closed -$479K – 1661
2019
Q2 		$479K Buy
12,437
+2,948
+31% +$122K 0.01% 694
2019
Q1 		$421K Buy
9,489
+1,766
+23% +$82.9K 0.01% 653
2018
Q4 		$342K Sell
7,723
-3,343
-30% -$143K 0.01% 614
2018
Q3 		$429K Sell
11,066
-4,031
-27% -$144K 0.01% 687
2018
Q2 		$494K Sell
15,097
-9,025
-37% -$308K 0.01% 643
2018
Q1 		$868K Buy
+24,122
New +$802K 0.02% 561

Other funds holding SHEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GGH
GCM Grosvenor Holdings Chicago, Illinois $901M AUM 28.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Winton Group's SHEN Position: Q2 2024 in Review

Winton Group sold out of Shenandoah Telecom (SHEN) in Q2 2024, closing a stake of 46,431 shares — an estimated $807K sold.

Winton Group first reported a position in SHEN in Q1 2018 and held it in 13 quarters. The position peaked at $990K in Q4 2019. 143 funds tracked by Wall St. Rank hold SHEN as of Q2 2024.

  • Winton Group reported no remaining Shenandoah Telecom position as of Q2 2024 after selling out during the quarter.
  • Winton Group sold 46,431 Shenandoah Telecom shares in Q2 2024, an estimated $807K.
  • Winton Group first reported a position in Shenandoah Telecom in Q1 2018 and held it in 13 quarters.
  • Winton Group's Shenandoah Telecom position peaked at $990K in Q4 2019.
  • 143 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q2 2024.

Based on Winton Group's 13F filing for Q2 2024, filed 9 Aug 2024.