3Chopt Investment Partners’s Shell SHEL Stock Holding History

3Chopt Investment Partners’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-440	Closed	-$25.1K	–	233
2022 Q4	$25.1K	Buy	+440	New	+$24.3K	0.01%	234

Other funds holding SHEL

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

3Chopt Investment Partners's SHEL Position: Q1 2023 in Review

3Chopt Investment Partners sold out of Shell (SHEL) in Q1 2023, closing a stake of 440 shares — an estimated $25.1K sold.

3Chopt Investment Partners first reported a position in SHEL in Q4 2022 and held it in 1 quarter. The position peaked at $25.1K in Q4 2022. 1,190 funds tracked by Wall St. Rank hold SHEL as of Q1 2023.

3Chopt Investment Partners reported no remaining Shell position as of Q1 2023 after selling out during the quarter.
3Chopt Investment Partners sold 440 Shell shares in Q1 2023, an estimated $25.1K.
3Chopt Investment Partners first reported a position in Shell in Q4 2022 and held it in 1 quarter.
3Chopt Investment Partners's Shell position peaked at $25.1K in Q4 2022.
1,190 funds tracked by Wall St. Rank held Shell as of Q1 2023.

Based on 3Chopt Investment Partners's 13F filing for Q1 2023, filed 23 May 2023.