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Clal Insurance’s Shell SHEL Stock Holding History

Clal Insurance’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
Q4 		– Sell
-13,000
Closed -$857K – 205
2024
Q3 		$857K Hold
13,000
– – 0.01% 97
2024
Q2 		$938K Sell
13,000
-3,000
-19% -$214K 0.01% 97
2024
Q1 		$1.07M Sell
16,000
-4,000
-20% -$256K 0.01% 101
2023
Q4 		$1.32M Buy
20,000
+4,000
+25% +$262K 0.02% 93
2023
Q3 		$1.03M Buy
+16,000
New +$996K 0.01% 97
2023
Q1 		– Sell
-17,000
Closed -$968K – 157
2022
Q4 		$968K Sell
17,000
-5,000
-23% -$276K 0.01% 125
2022
Q3 		$1.09M Buy
22,000
+3,000
+16% +$155K 0.02% 126
2022
Q2 		$994K Buy
19,000
+6,000
+46% +$337K 0.01% 135
2022
Q1 		$714K Buy
+13,000
New +$690K 0.01% 140

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return