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Armstrong Fleming & Moore’s Shell SHEL Stock Holding History

Armstrong Fleming & Moore’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
-3,969
Closed -$240K – 86
2023
Q2 		$240K Buy
+3,969
New +$238K 0.22% 79

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

Armstrong Fleming & Moore's SHEL Position: Q3 2023 in Review

Armstrong Fleming & Moore sold out of Shell (SHEL) in Q3 2023, closing a stake of 3,969 shares — an estimated $240K sold.

Armstrong Fleming & Moore first reported a position in SHEL in Q2 2023 and held it in 1 quarter. The position peaked at $240K in Q2 2023. 1,262 funds tracked by Wall St. Rank hold SHEL as of Q3 2023.

  • Armstrong Fleming & Moore reported no remaining Shell position as of Q3 2023 after selling out during the quarter.
  • Armstrong Fleming & Moore sold 3,969 Shell shares in Q3 2023, an estimated $240K.
  • Armstrong Fleming & Moore first reported a position in Shell in Q2 2023 and held it in 1 quarter.
  • Armstrong Fleming & Moore's Shell position peaked at $240K in Q2 2023.
  • 1,262 funds tracked by Wall St. Rank held Shell as of Q3 2023.

Based on Armstrong Fleming & Moore's 13F filing for Q3 2023, filed 3 Nov 2023.