Carmichael Hill & Associates’s Shell SHEL Stock Holding History

Carmichael Hill & Associates’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 Q3	$96K	Hold	1,455	–	–	0.03%	266
2024 Q2	$105K	Hold	1,455	–	–	0.04%	239
2024 Q1	$97.5K	Hold	1,455	–	–	0.04%	252
2023 Q4	$95.7K	Hold	1,455	–	–	0.04%	253
2023 Q3	$93.7K	Hold	1,455	–	–	0.04%	247
2023 Q2	$87.9K	Hold	1,455	–	–	0.04%	261
2023 Q1	$83.7K	Hold	1,455	–	–	0.04%	247
2022 Q4	$82.9K	Hold	1,455	–	–	0.04%	261
2022 Q3	$72K	Hold	1,455	–	–	0.04%	270
2022 Q2	$76K	Hold	1,455	–	–	0.04%	266
2022 Q1	$80K	Buy	+1,455	New	+$77.2K	0.04%	279

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Carmichael Hill & Associates's SHEL Position: Q3 2024 in Review

Carmichael Hill & Associates held its Shell (SHEL) position steady in Q3 2024 at 1,455 shares worth $96K. The position accounts for 0.03% of the portfolio, ranked #266.

Carmichael Hill & Associates first reported a position in SHEL in Q1 2022 and has held it in 11 quarters since. The position peaked at $105K in Q2 2024. 1,352 funds tracked by Wall St. Rank hold SHEL as of Q3 2024.

Carmichael Hill & Associates held 1,455 shares of Shell worth $96K as of Q3 2024.
Carmichael Hill & Associates left its Shell share count unchanged in Q3 2024.
Shell made up 0.03% of Carmichael Hill & Associates's portfolio in Q3 2024, its #266 holding.
Carmichael Hill & Associates first reported a position in Shell in Q1 2022 and has held it in 11 quarters since.
Carmichael Hill & Associates's Shell position peaked at $105K in Q2 2024.
1,352 funds tracked by Wall St. Rank held Shell as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.