BMSSC
SHEL icon

B. Metzler seel. Sohn & Co’s Shell SHEL Stock Holding History

B. Metzler seel. Sohn & Co’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 		– Sell
-84,966
Closed -$6.13M – 786
2024
Q2 		$6.13M Sell
84,966
-1,186
-1% -$84.8K 0.06% 150
2024
Q1 		$5.78M Hold
86,152
– – 0.06% 161
2023
Q4 		$5.67M Sell
86,152
-5,801
-6% -$381K 0.07% 160
2023
Q3 		$5.92M Hold
91,953
– – 0.09% 138
2023
Q2 		$5.55M Hold
91,953
– – 0.08% 183
2023
Q1 		$5.29M Buy
+91,953
New +$5.41M 0.08% 144

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 $295B AUM 31.6% 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 $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

B. Metzler seel. Sohn & Co's SHEL Position: Q3 2024 in Review

B. Metzler seel. Sohn & Co sold out of Shell (SHEL) in Q3 2024, closing a stake of 84,966 shares — an estimated $6.13M sold.

B. Metzler seel. Sohn & Co first reported a position in SHEL in Q1 2023 and held it in 6 quarters. The position peaked at $6.13M in Q2 2024. 1,352 funds tracked by Wall St. Rank hold SHEL as of Q3 2024.

  • B. Metzler seel. Sohn & Co reported no remaining Shell position as of Q3 2024 after selling out during the quarter.
  • B. Metzler seel. Sohn & Co sold 84,966 Shell shares in Q3 2024, an estimated $6.13M.
  • B. Metzler seel. Sohn & Co first reported a position in Shell in Q1 2023 and held it in 6 quarters.
  • B. Metzler seel. Sohn & Co's Shell position peaked at $6.13M in Q2 2024.
  • 1,352 funds tracked by Wall St. Rank held Shell as of Q3 2024.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q3 2024, filed 8 Nov 2024.