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EIP
Epoch Investment Partners’s
Shell
SHEL
Stock Holding History
Epoch Investment Partners’s Portfolio
SHEL Stock Details
SHEL Fund Activity
Bought
Maintained
Sold
Shares
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
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$535B AUM
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1-Year Est. Return
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$5.72T AUM
30.48%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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