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Disciplined Equity Management’s Shell SHEL Stock Holding History

Disciplined Equity 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
2022
Q4 		– Sell
-1,730
Closed -$86K – 57
2022
Q3 		$86K Hold
1,730
– – 0.08% 44
2022
Q2 		$90K Buy
+1,730
New +$97.2K 0.08% 52

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Disciplined Equity Management's SHEL Position: Q4 2022 in Review

Disciplined Equity Management sold out of Shell (SHEL) in Q4 2022, closing a stake of 1,730 shares — an estimated $86K sold.

Disciplined Equity Management first reported a position in SHEL in Q2 2022 and held it in 2 quarters. The position peaked at $90K in Q2 2022. 1,181 funds tracked by Wall St. Rank hold SHEL as of Q4 2022.

  • Disciplined Equity Management reported no remaining Shell position as of Q4 2022 after selling out during the quarter.
  • Disciplined Equity Management sold 1,730 Shell shares in Q4 2022, an estimated $86K.
  • Disciplined Equity Management first reported a position in Shell in Q2 2022 and held it in 2 quarters.
  • Disciplined Equity Management's Shell position peaked at $90K in Q2 2022.
  • 1,181 funds tracked by Wall St. Rank held Shell as of Q4 2022.

Based on Disciplined Equity Management's 13F filing for Q4 2022, filed 13 Jan 2023.