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Coronation Fund Managers’s Shell SHEL Stock Holding History

Coronation Fund Managers’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
Q2 		– Sell
-14,133
Closed -$947K – 138
2024
Q1 		$947K Sell
14,133
-887
-6% -$56.8K 0.03% 145
2023
Q4 		$988K Sell
15,020
-6,375
-30% -$418K 0.03% 149
2023
Q3 		$1.38M Buy
21,395
+5,349
+33% +$333K 0.04% 150
2023
Q2 		$969K Buy
+16,046
New +$963K 0.03% 165

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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Coronation Fund Managers's SHEL Position: Q2 2024 in Review

Coronation Fund Managers sold out of Shell (SHEL) in Q2 2024, closing a stake of 14,133 shares — an estimated $947K sold.

Coronation Fund Managers first reported a position in SHEL in Q2 2023 and held it in 4 quarters. The position peaked at $1.38M in Q3 2023. 1,385 funds tracked by Wall St. Rank hold SHEL as of Q2 2024.

  • Coronation Fund Managers reported no remaining Shell position as of Q2 2024 after selling out during the quarter.
  • Coronation Fund Managers sold 14,133 Shell shares in Q2 2024, an estimated $947K.
  • Coronation Fund Managers first reported a position in Shell in Q2 2023 and held it in 4 quarters.
  • Coronation Fund Managers's Shell position peaked at $1.38M in Q3 2023.
  • 1,385 funds tracked by Wall St. Rank held Shell as of Q2 2024.

Based on Coronation Fund Managers's 13F filing for Q2 2024, filed 18 Jul 2024.