Edmond de Rothschild Holding’s Shell SHEL Stock Holding History

Edmond de Rothschild Holding’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
2025 Q1	–	Sell	-3,925	Closed	-$246K	–	623
2024 Q4	$246K	Hold	3,925	–	–	﹤0.01%	392
2024 Q3	$259K	Hold	3,925	–	–	﹤0.01%	402
2024 Q2	$283K	Hold	3,925	–	–	﹤0.01%	398
2024 Q1	$263K	Hold	3,925	–	–	﹤0.01%	407
2023 Q4	$258K	Hold	3,925	–	–	﹤0.01%	404
2023 Q3	$253K	Hold	3,925	–	–	0.01%	406
2023 Q2	$237K	Hold	3,925	–	–	﹤0.01%	422
2023 Q1	$226K	Hold	3,925	–	–	0.01%	426
2022 Q4	$224K	Hold	3,925	–	–	0.01%	455
2022 Q3	$195K	Hold	3,925	–	–	0.01%	464
2022 Q2	$205K	Buy	+3,925	New	+$221K	0.01%	480

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Edmond de Rothschild Holding's SHEL Position: Q1 2025 in Review

Edmond de Rothschild Holding sold out of Shell (SHEL) in Q1 2025, closing a stake of 3,925 shares — an estimated $246K sold.

Edmond de Rothschild Holding first reported a position in SHEL in Q2 2022 and held it in 11 quarters. The position peaked at $283K in Q2 2024. 1,413 funds tracked by Wall St. Rank hold SHEL as of Q1 2025.

Edmond de Rothschild Holding reported no remaining Shell position as of Q1 2025 after selling out during the quarter.
Edmond de Rothschild Holding sold 3,925 Shell shares in Q1 2025, an estimated $246K.
Edmond de Rothschild Holding first reported a position in Shell in Q2 2022 and held it in 11 quarters.
Edmond de Rothschild Holding's Shell position peaked at $283K in Q2 2024.
1,413 funds tracked by Wall St. Rank held Shell as of Q1 2025.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2025, filed 15 May 2025.