Boston Research & Management’s Shell SHEL Stock Holding History

Boston Research & 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 Q1	–	Sell	-6,644	Closed	-$378K	–	112
2022 Q4	$378K	Buy	+6,644	New	+$366K	0.12%	93

Other funds holding SHEL

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Research & Management's SHEL Position: Q1 2023 in Review

Boston Research & Management sold out of Shell (SHEL) in Q1 2023, closing a stake of 6,644 shares — an estimated $378K sold.

Boston Research & Management first reported a position in SHEL in Q4 2022 and held it in 1 quarter. The position peaked at $378K in Q4 2022. 1,190 funds tracked by Wall St. Rank hold SHEL as of Q1 2023.

Boston Research & Management reported no remaining Shell position as of Q1 2023 after selling out during the quarter.
Boston Research & Management sold 6,644 Shell shares in Q1 2023, an estimated $378K.
Boston Research & Management first reported a position in Shell in Q4 2022 and held it in 1 quarter.
Boston Research & Management's Shell position peaked at $378K in Q4 2022.
1,190 funds tracked by Wall St. Rank held Shell as of Q1 2023.

Based on Boston Research & Management's 13F filing for Q1 2023, filed 10 May 2023.