Amica Mutual Insurance’s Shell SHEL Stock Holding History

Amica Mutual Insurance’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 Q3	–	Sell	-49,872	Closed	-$3.01M	–	106
2023 Q2	$3.01M	Hold	49,872	–	–	0.34%	75
2023 Q1	$2.87M	Hold	49,872	–	–	0.32%	80
2022 Q4	$2.84M	Hold	49,872	–	–	0.36%	71
2022 Q3	$2.48M	Hold	49,872	–	–	0.35%	88
2022 Q2	$2.61M	Sell	49,872 -59,413	-54%	-$3.34M	0.33%	86
2022 Q1	$6M	Buy	+109,285	New	+$5.8M	0.71%	49

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Amica Mutual Insurance's SHEL Position: Q3 2023 in Review

Amica Mutual Insurance sold out of Shell (SHEL) in Q3 2023, closing a stake of 49,872 shares — an estimated $3.01M sold.

Amica Mutual Insurance first reported a position in SHEL in Q1 2022 and held it in 6 quarters. The position peaked at $6M in Q1 2022. 1,262 funds tracked by Wall St. Rank hold SHEL as of Q3 2023.

Amica Mutual Insurance reported no remaining Shell position as of Q3 2023 after selling out during the quarter.
Amica Mutual Insurance sold 49,872 Shell shares in Q3 2023, an estimated $3.01M.
Amica Mutual Insurance first reported a position in Shell in Q1 2022 and held it in 6 quarters.
Amica Mutual Insurance's Shell position peaked at $6M in Q1 2022.
1,262 funds tracked by Wall St. Rank held Shell as of Q3 2023.

Based on Amica Mutual Insurance's 13F filing for Q3 2023, filed 3 Nov 2023.