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Banque Cantonale Vaudoise’s Shell SHEL Stock Holding History

Banque Cantonale Vaudoise’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
-4,200
Closed -$303K – 975
2024
Q2 		$303K Hold
4,200
– – 0.01% 524
2024
Q1 		$282K Hold
4,200
– – 0.01% 514
2023
Q4 		$276K Hold
4,200
– – 0.01% 524
2023
Q3 		$270K Hold
4,200
– – 0.01% 606
2023
Q2 		$254K Hold
4,200
– – 0.01% 657
2023
Q1 		$242K Hold
4,200
– – 0.01% 656
2022
Q4 		$239K Hold
4,200
– – 0.01% 665
2022
Q3 		$209K Hold
4,200
– – 0.01% 703
2022
Q2 		$220K Hold
4,200
– – 0.01% 709
2022
Q1 		$231K Buy
+4,200
New +$223K 0.01% 760

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

Banque Cantonale Vaudoise's SHEL Position: Q3 2024 in Review

Banque Cantonale Vaudoise sold out of Shell (SHEL) in Q3 2024, closing a stake of 4,200 shares — an estimated $303K sold.

Banque Cantonale Vaudoise first reported a position in SHEL in Q1 2022 and held it in 10 quarters. The position peaked at $303K in Q2 2024. 1,352 funds tracked by Wall St. Rank hold SHEL as of Q3 2024.

  • Banque Cantonale Vaudoise reported no remaining Shell position as of Q3 2024 after selling out during the quarter.
  • Banque Cantonale Vaudoise sold 4,200 Shell shares in Q3 2024, an estimated $303K.
  • Banque Cantonale Vaudoise first reported a position in Shell in Q1 2022 and held it in 10 quarters.
  • Banque Cantonale Vaudoise's Shell position peaked at $303K in Q2 2024.
  • 1,352 funds tracked by Wall St. Rank held Shell as of Q3 2024.

Based on Banque Cantonale Vaudoise's 13F filing for Q3 2024, filed 8 Nov 2024.