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Advance Capital Management’s Shell SHEL Stock Holding History

Advance Capital Management’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
2024
Q1 		– Sell
-3,869
Closed -$255K – 153
2023
Q4 		$255K Buy
3,869
+21
+0.5% +$1.38K 0.02% 111
2023
Q3 		$248K Hold
3,848
– – 0.02% 108
2023
Q2 		$232K Buy
+3,848
New +$231K 0.03% 109

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Advance Capital Management's SHEL Position: Q1 2024 in Review

Advance Capital Management sold out of Shell (SHEL) in Q1 2024, closing a stake of 3,869 shares — an estimated $255K sold.

Advance Capital Management first reported a position in SHEL in Q2 2023 and held it in 3 quarters. The position peaked at $255K in Q4 2023. 1,343 funds tracked by Wall St. Rank hold SHEL as of Q1 2024.

  • Advance Capital Management reported no remaining Shell position as of Q1 2024 after selling out during the quarter.
  • Advance Capital Management sold 3,869 Shell shares in Q1 2024, an estimated $255K.
  • Advance Capital Management first reported a position in Shell in Q2 2023 and held it in 3 quarters.
  • Advance Capital Management's Shell position peaked at $255K in Q4 2023.
  • 1,343 funds tracked by Wall St. Rank held Shell as of Q1 2024.

Based on Advance Capital Management's 13F filing for Q1 2024, filed 4 Apr 2024.