Epoch Investment Partners’s Shell SHEL Stock Holding History

Epoch Investment Partners’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	-20,521	Closed	-$1.35M	–	367
2024 Q3	$1.35M	Hold	20,521	–	–	0.01%	281
2024 Q2	$1.48M	Hold	20,521	–	–	0.01%	285
2024 Q1	$1.38M	Sell	20,521 -22,399	-52%	-$1.44M	0.01%	317
2023 Q4	$2.82M	Sell	42,920 -491	-1%	-$32.2K	0.01%	294
2023 Q3	$2.79M	Buy	43,411 +26,234	+153%	+$1.63M	0.02%	301
2023 Q2	$1.04M	Hold	17,177	–	–	0.01%	360
2023 Q1	$988K	Hold	17,177	–	–	0.01%	356
2022 Q4	$978K	Hold	17,177	–	–	0.01%	349
2022 Q3	$855K	Hold	17,177	–	–	0.01%	353
2022 Q2	$898K	Buy	+17,177	New	+$965K	0.01%	362

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Epoch Investment Partners's SHEL Position: Q4 2024 in Review

Epoch Investment Partners sold out of Shell (SHEL) in Q4 2024, closing a stake of 20,521 shares — an estimated $1.35M sold.

Epoch Investment Partners first reported a position in SHEL in Q2 2022 and held it in 10 quarters. The position peaked at $2.82M in Q4 2023. 1,383 funds tracked by Wall St. Rank hold SHEL as of Q4 2024.

Epoch Investment Partners reported no remaining Shell position as of Q4 2024 after selling out during the quarter.
Epoch Investment Partners sold 20,521 Shell shares in Q4 2024, an estimated $1.35M.
Epoch Investment Partners first reported a position in Shell in Q2 2022 and held it in 10 quarters.
Epoch Investment Partners's Shell position peaked at $2.82M in Q4 2023.
1,383 funds tracked by Wall St. Rank held Shell as of Q4 2024.

Based on Epoch Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.