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Antonetti Capital Management’s Shell SHEL Stock Holding History

Antonetti 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
2023
Q3 		$19.3K Hold
300
– – 0.03% 158
2023
Q2 		$18.1K Hold
300
– – 0.03% 175
2023
Q1 		$17.3K Hold
300
– – 0.03% 181
2022
Q4 		$17.1K Hold
300
– – 0.02% 181
2022
Q3 		$15K Hold
300
– – 0.02% 195
2022
Q2 		$16K Hold
300
– – 0.02% 199
2022
Q1 		$16K Buy
+300
New +$15.9K 0.02% 218

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Antonetti Capital Management's SHEL Position: Q3 2023 in Review

Antonetti Capital Management held its Shell (SHEL) position steady in Q3 2023 at 300 shares worth $19.3K. The position accounts for 0.03% of the portfolio, ranked #158.

Antonetti Capital Management first reported a position in SHEL in Q1 2022 and has held it in 7 quarters since. 1,262 funds tracked by Wall St. Rank hold SHEL as of Q3 2023.

  • Antonetti Capital Management held 300 shares of Shell worth $19.3K as of Q3 2023.
  • Antonetti Capital Management left its Shell share count unchanged in Q3 2023.
  • Shell made up 0.03% of Antonetti Capital Management's portfolio in Q3 2023, its #158 holding.
  • Antonetti Capital Management first reported a position in Shell in Q1 2022 and has held it in 7 quarters since.
  • 1,262 funds tracked by Wall St. Rank held Shell as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.