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Cornerstone Management’s Shell SHEL Stock Holding History

Cornerstone 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
Q2 		– Sell
-200
Closed -$11.5K – 204
2023
Q1 		$11.5K Hold
200
– – ﹤0.01% 157
2022
Q4 		$11.4K Hold
200
– – ﹤0.01% 153
2022
Q3 		$9.95K Hold
200
– – ﹤0.01% 163
2022
Q2 		$10.5K Hold
200
– – ﹤0.01% 167
2022
Q1 		$11K Buy
+200
New +$10.6K ﹤0.01% 172

Other funds holding SHEL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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

Cornerstone Management's SHEL Position: Q2 2023 in Review

Cornerstone Management sold out of Shell (SHEL) in Q2 2023, closing a stake of 200 shares — an estimated $11.5K sold.

Cornerstone Management first reported a position in SHEL in Q1 2022 and held it in 5 quarters. The position peaked at $11.5K in Q1 2023. 1,203 funds tracked by Wall St. Rank hold SHEL as of Q2 2023.

  • Cornerstone Management reported no remaining Shell position as of Q2 2023 after selling out during the quarter.
  • Cornerstone Management sold 200 Shell shares in Q2 2023, an estimated $11.5K.
  • Cornerstone Management first reported a position in Shell in Q1 2022 and held it in 5 quarters.
  • Cornerstone Management's Shell position peaked at $11.5K in Q1 2023.
  • 1,203 funds tracked by Wall St. Rank held Shell as of Q2 2023.

Based on Cornerstone Management's 13F filing for Q2 2023, filed 10 Aug 2023.