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Alera Investment Advisors’s Shell SHEL Stock Holding History

Alera Investment Advisors’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
Q3 		$265K Buy
4,012
+139
+4% +$9.85K 0.03% 224
2024
Q2 		$280K Buy
+3,873
New +$277K 0.03% 206

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 $336B AUM 34.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Alera Investment Advisors's SHEL Position: Q3 2024 in Review

Alera Investment Advisors increased its Shell (SHEL) stake by 3.6% in Q3 2024, buying an estimated $9.85K and bringing the position to 4,012 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #224.

Alera Investment Advisors first reported a position in SHEL in Q2 2024 and has held it in 2 quarters since. The position peaked at $280K in Q2 2024. 1,353 funds tracked by Wall St. Rank hold SHEL as of Q3 2024.

  • Alera Investment Advisors held 4,012 shares of Shell worth $265K as of Q3 2024.
  • Alera Investment Advisors bought 139 Shell shares in Q3 2024, an estimated $9.85K.
  • Shell made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #224 holding.
  • Alera Investment Advisors first reported a position in Shell in Q2 2024 and has held it in 2 quarters since.
  • Alera Investment Advisors's Shell position peaked at $280K in Q2 2024.
  • 1,353 funds tracked by Wall St. Rank held Shell as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.