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Crawford Investment Counsel’s Shell SHEL Stock Holding History

Crawford Investment Counsel’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
Q4 		– Sell
-11,690
Closed -$753K – 277
2023
Q3 		$753K Buy
11,690
+720
+7% +$44.8K 0.02% 203
2023
Q2 		$662K Buy
+10,970
New +$658K 0.01% 212

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Crawford Investment Counsel's SHEL Position: Q4 2023 in Review

Crawford Investment Counsel sold out of Shell (SHEL) in Q4 2023, closing a stake of 11,690 shares — an estimated $753K sold.

Crawford Investment Counsel first reported a position in SHEL in Q2 2023 and held it in 2 quarters. The position peaked at $753K in Q3 2023. 1,313 funds tracked by Wall St. Rank hold SHEL as of Q4 2023.

  • Crawford Investment Counsel reported no remaining Shell position as of Q4 2023 after selling out during the quarter.
  • Crawford Investment Counsel sold 11,690 Shell shares in Q4 2023, an estimated $753K.
  • Crawford Investment Counsel first reported a position in Shell in Q2 2023 and held it in 2 quarters.
  • Crawford Investment Counsel's Shell position peaked at $753K in Q3 2023.
  • 1,313 funds tracked by Wall St. Rank held Shell as of Q4 2023.

Based on Crawford Investment Counsel's 13F filing for Q4 2023, filed 14 Feb 2024.