Burleson & Co’s Shell SHEL Stock Holding History

Burleson & Co’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
2022 Q4	$17.1K	Hold	300	–	–	﹤0.01%	240
2022 Q3	$15K	Buy	+300	New	+$15.5K	﹤0.01%	258

Other funds holding SHEL

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

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

Norges Bank Oslo, Norway $935B AUM

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Burleson & Co's SHEL Position: Q4 2022 in Review

Burleson & Co held its Shell (SHEL) position steady in Q4 2022 at 300 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #240.

Burleson & Co first reported a position in SHEL in Q3 2022 and has held it in 2 quarters since. 1,182 funds tracked by Wall St. Rank hold SHEL as of Q4 2022.

Burleson & Co held 300 shares of Shell worth $17.1K as of Q4 2022.
Burleson & Co left its Shell share count unchanged in Q4 2022.
Shell made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #240 holding.
Burleson & Co first reported a position in Shell in Q3 2022 and has held it in 2 quarters since.
1,182 funds tracked by Wall St. Rank held Shell as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.