CIBC World Markets’s Shell SHEL Stock Holding History

CIBC World Markets’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 Q1	–	Sell	-333,400	Closed	-$19M	–	704
2022 Q4	$19M	Buy	+333,400	New	+$18.4M	0.13%	120

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

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

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

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

CIBC World Markets's SHEL Position: Q1 2023 in Review

CIBC World Markets sold out of Shell (SHEL) in Q1 2023, closing a stake of 333,400 shares — an estimated $19M sold.

CIBC World Markets first reported a position in SHEL in Q4 2022 and held it in 1 quarter. The position peaked at $19M in Q4 2022. 1,190 funds tracked by Wall St. Rank hold SHEL as of Q1 2023.

CIBC World Markets reported no remaining Shell position as of Q1 2023 after selling out during the quarter.
CIBC World Markets sold 333,400 Shell shares in Q1 2023, an estimated $19M.
CIBC World Markets first reported a position in Shell in Q4 2022 and held it in 1 quarter.
CIBC World Markets's Shell position peaked at $19M in Q4 2022.
1,190 funds tracked by Wall St. Rank held Shell as of Q1 2023.

Based on CIBC World Markets's 13F filing for Q1 2023, filed 11 May 2023.