Advisor Partners’s Shell SHEL Stock Holding History

Advisor 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
2022 Q2	$1.3M	Buy	24,865 +5,181	+26%	+$291K	0.09%	229
2022 Q1	$1.08M	Buy	+19,684	New	+$1.04M	0.07%	280

Other funds holding SHEL

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Advisor Partners's SHEL Position: Q2 2022 in Review

Advisor Partners increased its Shell (SHEL) stake by 26% in Q2 2022, buying an estimated $291K and bringing the position to 24,865 shares worth $1.3M. The position accounts for 0.09% of the portfolio, ranked #229.

Advisor Partners first reported a position in SHEL in Q1 2022 and has held it in 2 quarters since. 1,125 funds tracked by Wall St. Rank hold SHEL as of Q2 2022.

Advisor Partners held 24,865 shares of Shell worth $1.3M as of Q2 2022.
Advisor Partners bought 5,181 Shell shares in Q2 2022, an estimated $291K.
Shell made up 0.09% of Advisor Partners's portfolio in Q2 2022, its #229 holding.
Advisor Partners first reported a position in Shell in Q1 2022 and has held it in 2 quarters since.
1,125 funds tracked by Wall St. Rank held Shell as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.