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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 $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Clal Insurance's SHEL Position: Q4 2024 in Review

Clal Insurance sold out of Shell (SHEL) in Q4 2024, closing a stake of 13,000 shares — an estimated $857K sold.

Clal Insurance first reported a position in SHEL in Q1 2022 and held it in 9 quarters. The position peaked at $1.32M in Q4 2023. 1,383 funds tracked by Wall St. Rank hold SHEL as of Q4 2024.

  • Clal Insurance reported no remaining Shell position as of Q4 2024 after selling out during the quarter.
  • Clal Insurance sold 13,000 Shell shares in Q4 2024, an estimated $857K.
  • Clal Insurance first reported a position in Shell in Q1 2022 and held it in 9 quarters.
  • Clal Insurance's Shell position peaked at $1.32M in Q4 2023.
  • 1,383 funds tracked by Wall St. Rank held Shell as of Q4 2024.

Based on Clal Insurance's 13F filing for Q4 2024, filed 6 Feb 2025.