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American Research & Management Company’s Shell SHEL Stock Holding History

American Research & Management Company’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
Q3 		$74K Buy
1,485
+35
+2% +$1.8K 0.02% 176
2022
Q2 		$76K Hold
1,450
– – 0.02% 175
2022
Q1 		$80K Buy
+1,450
New +$77K 0.02% 180

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Research & Management Company's SHEL Position: Q3 2022 in Review

American Research & Management Company increased its Shell (SHEL) stake by 2.4% in Q3 2022, buying an estimated $1.8K and bringing the position to 1,485 shares worth $74K. The position accounts for 0.02% of the portfolio, ranked #176.

American Research & Management Company first reported a position in SHEL in Q1 2022 and has held it in 3 quarters since. The position peaked at $80K in Q1 2022. 1,098 funds tracked by Wall St. Rank hold SHEL as of Q3 2022.

  • American Research & Management Company held 1,485 shares of Shell worth $74K as of Q3 2022.
  • American Research & Management Company bought 35 Shell shares in Q3 2022, an estimated $1.8K.
  • Shell made up 0.02% of American Research & Management Company's portfolio in Q3 2022, its #176 holding.
  • American Research & Management Company first reported a position in Shell in Q1 2022 and has held it in 3 quarters since.
  • American Research & Management Company's Shell position peaked at $80K in Q1 2022.
  • 1,098 funds tracked by Wall St. Rank held Shell as of Q3 2022.

Based on American Research & Management Company's 13F filing for Q3 2022, filed 7 Oct 2022.