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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 $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
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Donoghue Forlines's SHEL Position: Q4 2024 in Review

Donoghue Forlines sold out of Shell (SHEL) in Q4 2024, closing a stake of 17,398 shares — an estimated $1.15M sold.

Donoghue Forlines first reported a position in SHEL in Q1 2022 and held it in 10 quarters. The position peaked at $1.44M in Q2 2022. 1,383 funds tracked by Wall St. Rank hold SHEL as of Q4 2024.

  • Donoghue Forlines reported no remaining Shell position as of Q4 2024 after selling out during the quarter.
  • Donoghue Forlines sold 17,398 Shell shares in Q4 2024, an estimated $1.15M.
  • Donoghue Forlines first reported a position in Shell in Q1 2022 and held it in 10 quarters.
  • Donoghue Forlines's Shell position peaked at $1.44M in Q2 2022.
  • 1,383 funds tracked by Wall St. Rank held Shell as of Q4 2024.

Based on Donoghue Forlines's 13F filing for Q4 2024, filed 17 Jan 2025.