Cedar Wealth Management’s Shell SHEL Stock Holding History

Cedar Wealth 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 Q4	–	Sell	-117	Closed	-$7.53K	–	295
2023 Q3	$7.53K	Hold	117	–	–	﹤0.01%	236
2023 Q2	$7.06K	Hold	117	–	–	﹤0.01%	247
2023 Q1	$6.73K	Sell	117 -99	-46%	-$5.82K	﹤0.01%	241
2022 Q4	$12.3K	Hold	216	–	–	0.01%	218
2022 Q3	$11K	Hold	216	–	–	0.01%	250
2022 Q2	$11K	Hold	216	–	–	0.01%	261
2022 Q1	$12K	Buy	+216	New	+$11.5K	﹤0.01%	282

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

Cedar Wealth Management's SHEL Position: Q4 2023 in Review

Cedar Wealth Management sold out of Shell (SHEL) in Q4 2023, closing a stake of 117 shares — an estimated $7.53K sold.

Cedar Wealth Management first reported a position in SHEL in Q1 2022 and held it in 7 quarters. The position peaked at $12.3K in Q4 2022. 1,314 funds tracked by Wall St. Rank hold SHEL as of Q4 2023.

Cedar Wealth Management reported no remaining Shell position as of Q4 2023 after selling out during the quarter.
Cedar Wealth Management sold 117 Shell shares in Q4 2023, an estimated $7.53K.
Cedar Wealth Management first reported a position in Shell in Q1 2022 and held it in 7 quarters.
Cedar Wealth Management's Shell position peaked at $12.3K in Q4 2022.
1,314 funds tracked by Wall St. Rank held Shell as of Q4 2023.

Based on Cedar Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.