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Baldwin Investment Management’s Shell SHEL Stock Holding History

Baldwin Investment 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
2026
Q1 		$337K Hold
3,629
– – 0.04% 182
2025
Q4 		$267K Sell
3,629
-3,043
-46% -$224K 0.03% 190
2025
Q3 		$477K Hold
6,672
– – 0.05% 155
2025
Q2 		$470K Sell
6,672
-322
-5% -$21.6K 0.06% 153
2025
Q1 		$513K Hold
6,994
– – 0.06% 148
2024
Q4 		$438K Sell
6,994
-1,688
-19% -$111K 0.06% 160
2024
Q3 		$573K Sell
8,682
-337
-4% -$23.9K 0.07% 150
2024
Q2 		$651K Sell
9,019
-10
-0.1% -$715 0.09% 131
2024
Q1 		$605K Hold
9,029
– – 0.08% 141
2023
Q4 		$594K Hold
9,029
– – 0.09% 127
2023
Q3 		$581K Buy
9,029
+250
+3% +$15.6K 0.1% 128
2023
Q2 		$530K Hold
8,779
– – 0.09% 134
2023
Q1 		$505K Hold
8,779
– – 0.09% 137
2022
Q4 		$500K Buy
8,779
+1,747
+25% +$96.3K 0.09% 135
2022
Q3 		$350 Sell
7,032
-326
-4% -$16.8K 0.07% 152
2022
Q2 		$385 Buy
7,358
+2,000
+37% +$112K 0.07% 163
2022
Q1 		$294 Buy
+5,358
New +$284K 0.04% 209

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return