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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 		– Sell
-10,100
Closed -$1K – 3434
2023
Q4 		$1K Sell
10,100
-74,900
-88% -$4.92M ﹤0.01% 3438
2023
Q3 		$14K Buy
85,000
+51,900
+157% +$3.23M ﹤0.01% 2295
2023
Q2 		$2K Sell
33,100
-17,600
-35% -$1.06M ﹤0.01% 3108
2023
Q1 		$29K Buy
50,700
+10,000
+25% +$588K ﹤0.01% 1706
2022
Q4 		$14K Buy
40,700
+34,300
+536% +$1.89M ﹤0.01% 2489
2022
Q3 		$42K Buy
6,400
+6,200
+3,100% +$319K ﹤0.01% 2024
2022
Q2 		$1K Sell
200
-13,200
-99% -$742K ﹤0.01% 4718
2022
Q1 		$4K Buy
+13,400
New +$711K ﹤0.01% 4321

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return