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Eaton Vance Management’s Shell SHEL Stock Holding History

Eaton Vance 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
Q3 		$4.77M Buy
95,929
+6,690
+7% +$345K 0.01% 797
2022
Q2 		$4.67M Buy
89,239
+1,104
+1% +$62K 0.01% 822
2022
Q1 		$4.84M Buy
+88,135
New +$4.68M 0.01% 894

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 $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Eaton Vance Management's SHEL Position: Q3 2022 in Review

Eaton Vance Management increased its Shell (SHEL) stake by 7.5% in Q3 2022, buying an estimated $345K and bringing the position to 95,929 shares worth $4.77M. The position accounts for 0.01% of the portfolio, ranked #797.

Eaton Vance Management first reported a position in SHEL in Q1 2022 and has held it in 3 quarters since. The position peaked at $4.84M in Q1 2022. 1,099 funds tracked by Wall St. Rank hold SHEL as of Q3 2022.

  • Eaton Vance Management held 95,929 shares of Shell worth $4.77M as of Q3 2022.
  • Eaton Vance Management bought 6,690 Shell shares in Q3 2022, an estimated $345K.
  • Shell made up 0.01% of Eaton Vance Management's portfolio in Q3 2022, its #797 holding.
  • Eaton Vance Management first reported a position in Shell in Q1 2022 and has held it in 3 quarters since.
  • Eaton Vance Management's Shell position peaked at $4.84M in Q1 2022.
  • 1,099 funds tracked by Wall St. Rank held Shell as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.