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Cutler Group’s Shell SHEL Stock Holding History

Cutler Group’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
Q1 		$3K Buy
+45
New +$2.88K ﹤0.01% 1753
2023
Q4 		– Sell
-19,280
Closed -$1.27M – 4265
2023
Q3 		$1.24M Buy
19,280
+18,299
+1,865% +$1.14M 0.13% 188
2023
Q2 		$59K Sell
981
-3,263
-77% -$196K 0.01% 1206
2023
Q1 		$244K Buy
4,244
+3,546
+508% +$209K 0.03% 600
2022
Q4 		$39K Sell
698
-7,377
-91% -$407K ﹤0.01% 1752
2022
Q3 		$401K Buy
+8,075
New +$416K 0.03% 631
2022
Q2 		– Sell
-11,458
Closed -$644K – 5602
2022
Q1 		$629K Buy
+11,458
New +$608K 0.03% 589

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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 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
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

Cutler Group's SHEL Position: Q1 2024 in Review

Cutler Group opened a new position in Shell (SHEL) in Q1 2024: 45 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #1753 among its holdings. This is a return to the name: Cutler Group previously reported a position in SHEL as recently as Q3 2023.

Cutler Group first reported a position in SHEL in Q1 2022 and has held it in 7 quarters since. The position peaked at $1.24M in Q3 2023. 1,345 funds tracked by Wall St. Rank hold SHEL as of Q1 2024.

  • Cutler Group held 45 shares of Shell worth $3K as of Q1 2024.
  • Shell was a new Cutler Group position in Q1 2024.
  • Shell made up ﹤0.01% of Cutler Group's portfolio in Q1 2024, its #1753 holding.
  • Cutler Group first reported a position in Shell in Q1 2022 and has held it in 7 quarters since.
  • Cutler Group's Shell position peaked at $1.24M in Q3 2023.
  • 1,345 funds tracked by Wall St. Rank held Shell as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.