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Donoghue Forlines’s Shell SHEL Stock Holding History

Donoghue Forlines’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
Q4 		– Sell
-17,398
Closed -$1.15M – 250
2024
Q3 		$1.15M Buy
17,398
+1,437
+9% +$102K 0.33% 111
2024
Q2 		$1.15M Buy
15,961
+575
+4% +$41.1K 0.33% 83
2024
Q1 		$1.03M Sell
15,386
-1,712
-10% -$110K 0.29% 85
2023
Q4 		$1.13M Buy
17,098
+604
+4% +$39.6K 0.35% 81
2023
Q3 		$1.06M Buy
16,494
+2,144
+15% +$133K 0.38% 88
2023
Q2 		$866K Sell
14,350
-5,173
-26% -$310K 0.27% 84
2023
Q1 		$1.12M Buy
+19,523
New +$1.15M 0.4% 74
2022
Q4 		– Sell
-11,371
Closed -$566K – 266
2022
Q3 		$566K Sell
11,371
-16,085
-59% -$829K 0.2% 89
2022
Q2 		$1.44M Buy
27,456
+6,432
+31% +$361K 0.38% 45
2022
Q1 		$1.16M Buy
+21,024
New +$1.12M 0.25% 105

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return