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Bank Hapoalim BM’s Shell SHEL Stock Holding History

Bank Hapoalim BM’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
Q4 		– Sell
-6,868
Closed -$442K – 147
2023
Q3 		$442K Buy
6,868
+775
+13% +$48.2K 0.07% 109
2023
Q2 		$368K Sell
6,093
-4,519
-43% -$271K 0.05% 137
2023
Q1 		$611K Buy
10,612
+1,822
+21% +$107K 0.08% 124
2022
Q4 		$501K Sell
8,790
-678
-7% -$37.4K 0.06% 133
2022
Q3 		$471K Sell
9,468
-1,470
-13% -$75.8K 0.06% 140
2022
Q2 		$572K Buy
10,938
+1,219
+13% +$68.5K 0.07% 142
2022
Q1 		$534K Buy
+9,719
New +$516K 0.06% 155

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank Hapoalim BM's SHEL Position: Q4 2023 in Review

Bank Hapoalim BM sold out of Shell (SHEL) in Q4 2023, closing a stake of 6,868 shares — an estimated $442K sold.

Bank Hapoalim BM first reported a position in SHEL in Q1 2022 and held it in 7 quarters. The position peaked at $611K in Q1 2023. 1,314 funds tracked by Wall St. Rank hold SHEL as of Q4 2023.

  • Bank Hapoalim BM reported no remaining Shell position as of Q4 2023 after selling out during the quarter.
  • Bank Hapoalim BM sold 6,868 Shell shares in Q4 2023, an estimated $442K.
  • Bank Hapoalim BM first reported a position in Shell in Q1 2022 and held it in 7 quarters.
  • Bank Hapoalim BM's Shell position peaked at $611K in Q1 2023.
  • 1,314 funds tracked by Wall St. Rank held Shell as of Q4 2023.

Based on Bank Hapoalim BM's 13F filing for Q4 2023, filed 22 Jan 2024.