Cambiar Investors’s Shell SHEL Stock Holding History

Cambiar Investors’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 Q4	–	Sell	-3,664	Closed	-$236K	–	158
2023 Q3	$236K	Sell	3,664 -550,193	-99%	-$34.2M	0.01%	146
2023 Q2	$33.4M	Sell	553,857 -20,075	-3%	-$1.2M	1.41%	31
2023 Q1	$33M	Buy	573,932 +33,074	+6%	+$1.95M	1.42%	33
2022 Q4	$30.8M	Buy	540,858 +523,576	+3,030%	+$28.9M	1.4%	33
2022 Q3	$860K	Buy	17,282 +675	+4%	+$34.8K	0.04%	135
2022 Q2	$868K	Buy	+16,607	New	+$933K	0.04%	133

Other funds holding SHEL

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

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

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

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

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

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

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

Cambiar Investors's SHEL Position: Q4 2023 in Review

Cambiar Investors sold out of Shell (SHEL) in Q4 2023, closing a stake of 3,664 shares — an estimated $236K sold.

Cambiar Investors first reported a position in SHEL in Q2 2022 and held it in 6 quarters. The position peaked at $33.4M in Q2 2023. 1,314 funds tracked by Wall St. Rank hold SHEL as of Q4 2023.

Cambiar Investors reported no remaining Shell position as of Q4 2023 after selling out during the quarter.
Cambiar Investors sold 3,664 Shell shares in Q4 2023, an estimated $236K.
Cambiar Investors first reported a position in Shell in Q2 2022 and held it in 6 quarters.
Cambiar Investors's Shell position peaked at $33.4M in Q2 2023.
1,314 funds tracked by Wall St. Rank held Shell as of Q4 2023.

Based on Cambiar Investors's 13F filing for Q4 2023, filed 25 Jan 2024.