ECU
SHEL icon

Egerton Capital (UK)’s Shell SHEL Stock Holding History

Egerton Capital (UK)’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
Q1 		– Sell
-1,173,260
Closed -$77.2M – 24
2023
Q4 		$77.2M Buy
1,173,260
+200,505
+21% +$13.2M 0.84% 22
2023
Q3 		$62.6M Buy
+972,755
New +$60.5M 0.73% 22

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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Egerton Capital (UK)'s SHEL Position: Q1 2024 in Review

Egerton Capital (UK) sold out of Shell (SHEL) in Q1 2024, closing a stake of 1,173,260 shares — an estimated $77.2M sold.

Egerton Capital (UK) first reported a position in SHEL in Q3 2023 and held it in 2 quarters. The position peaked at $77.2M in Q4 2023. 1,345 funds tracked by Wall St. Rank hold SHEL as of Q1 2024.

  • Egerton Capital (UK) reported no remaining Shell position as of Q1 2024 after selling out during the quarter.
  • Egerton Capital (UK) sold 1,173,260 Shell shares in Q1 2024, an estimated $77.2M.
  • Egerton Capital (UK) first reported a position in Shell in Q3 2023 and held it in 2 quarters.
  • Egerton Capital (UK)'s Shell position peaked at $77.2M in Q4 2023.
  • 1,345 funds tracked by Wall St. Rank held Shell as of Q1 2024.

Based on Egerton Capital (UK)'s 13F filing for Q1 2024, filed 13 May 2024.