Fiduciary Family Office’s Shell SHEL Stock Holding History

Fiduciary Family Office’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	-4,579	Closed	-$301K	–	232
2023 Q4	$301K	Buy	+4,579	New	+$300K	0.13%	167

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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

BlackRock New York $5.72T AUM 30.48% 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

Fiduciary Family Office's SHEL Position: Q1 2024 in Review

Fiduciary Family Office sold out of Shell (SHEL) in Q1 2024, closing a stake of 4,579 shares — an estimated $301K sold.

Fiduciary Family Office first reported a position in SHEL in Q4 2023 and held it in 1 quarter. The position peaked at $301K in Q4 2023. 1,343 funds tracked by Wall St. Rank hold SHEL as of Q1 2024.

Fiduciary Family Office reported no remaining Shell position as of Q1 2024 after selling out during the quarter.
Fiduciary Family Office sold 4,579 Shell shares in Q1 2024, an estimated $301K.
Fiduciary Family Office first reported a position in Shell in Q4 2023 and held it in 1 quarter.
Fiduciary Family Office's Shell position peaked at $301K in Q4 2023.
1,343 funds tracked by Wall St. Rank held Shell as of Q1 2024.

Based on Fiduciary Family Office's 13F filing for Q1 2024, filed 7 May 2024.