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Boston Financial Management’s Shell SHEL Stock Holding History

Boston Financial 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
2023
Q2 		– Sell
-4,090
Closed -$235K – 318
2023
Q1 		$235K Sell
4,090
-240
-6% -$14.1K 0.01% 292
2022
Q4 		$247K Buy
4,330
+117
+3% +$6.45K 0.01% 286
2022
Q3 		$210K Sell
4,213
-600
-12% -$30.9K 0.01% 290
2022
Q2 		$252K Buy
4,813
+833
+21% +$46.8K 0.01% 263
2022
Q1 		$219K Buy
+3,980
New +$211K 0.01% 276

Other funds holding SHEL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Boston Financial Management's SHEL Position: Q2 2023 in Review

Boston Financial Management sold out of Shell (SHEL) in Q2 2023, closing a stake of 4,090 shares — an estimated $235K sold.

Boston Financial Management first reported a position in SHEL in Q1 2022 and held it in 5 quarters. The position peaked at $252K in Q2 2022. 1,202 funds tracked by Wall St. Rank hold SHEL as of Q2 2023.

  • Boston Financial Management reported no remaining Shell position as of Q2 2023 after selling out during the quarter.
  • Boston Financial Management sold 4,090 Shell shares in Q2 2023, an estimated $235K.
  • Boston Financial Management first reported a position in Shell in Q1 2022 and held it in 5 quarters.
  • Boston Financial Management's Shell position peaked at $252K in Q2 2022.
  • 1,202 funds tracked by Wall St. Rank held Shell as of Q2 2023.

Based on Boston Financial Management's 13F filing for Q2 2023, filed 7 Aug 2023.