Buckingham Strategic Wealth’s Shell SHEL Stock Holding History

Buckingham Strategic Wealth’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 Q2	$575K	Sell	7,966 -101	-1%	-$7.22K	0.01%	438
2024 Q1	$541K	Buy	8,067 +4,010	+99%	+$257K	0.01%	441
2023 Q4	$267K	Sell	4,057 -228	-5%	-$15K	﹤0.01%	599
2023 Q3	$276K	Buy	4,285 +40	+0.9%	+$2.49K	﹤0.01%	546
2023 Q2	$256K	Sell	4,245 -58	-1%	-$3.48K	﹤0.01%	567
2023 Q1	$245K	Hold	4,303	–	–	﹤0.01%	520
2022 Q4	$245K	Sell	4,303 -333	-7%	-$18.4K	﹤0.01%	522
2022 Q3	$231K	Sell	4,636 -721	-13%	-$37.2K	﹤0.01%	521
2022 Q2	$280K	Sell	5,357 -57	-1%	-$3.2K	0.01%	481
2022 Q1	$297K	Buy	+5,414	New	+$287K	0.01%	475

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Buckingham Strategic Wealth's SHEL Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Shell (SHEL) stake by 1.3% in Q2 2024, selling an estimated $7.22K and leaving 7,966 shares worth $575K. The position accounts for 0.01% of the portfolio, ranked #438.

Buckingham Strategic Wealth first reported a position in SHEL in Q1 2022 and has held it in 10 quarters since. 1,383 funds tracked by Wall St. Rank hold SHEL as of Q2 2024.

Buckingham Strategic Wealth held 7,966 shares of Shell worth $575K as of Q2 2024.
Buckingham Strategic Wealth sold 101 Shell shares in Q2 2024, an estimated $7.22K.
Shell made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #438 holding.
Buckingham Strategic Wealth first reported a position in Shell in Q1 2022 and has held it in 10 quarters since.
1,383 funds tracked by Wall St. Rank held Shell as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.