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Foundry Partners’s Shell SHEL Stock Holding History

Foundry 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
2025
Q1 		$33.4M Sell
456,454
-42,183
-8% -$2.84M 1.77% 5
2024
Q4 		$31.2M Sell
498,637
-3,451
-0.7% -$226K 1.57% 6
2024
Q3 		$33.1M Sell
502,088
-3,435
-0.7% -$243K 1.64% 8
2024
Q2 		$36.5M Buy
505,523
+111,633
+28% +$7.98M 1.96% 3
2024
Q1 		$26.4M Buy
393,890
+12,201
+3% +$782K 1.41% 12
2023
Q4 		$25.1M Sell
381,689
-12,028
-3% -$789K 1.51% 8
2023
Q3 		$25.3M Sell
393,717
-75
-0% -$4.67K 1.58% 6
2023
Q2 		$23.8M Buy
393,792
+26,123
+7% +$1.57M 1.46% 9
2023
Q1 		$21.2M Sell
367,669
-16,762
-4% -$986K 1.33% 12
2022
Q4 		$21.9M Sell
384,431
-111,188
-22% -$6.13M 1.21% 21
2022
Q3 		$24.7M Sell
495,619
-52,375
-10% -$2.7M 1.55% 9
2022
Q2 		$28.7M Buy
547,994
+84,050
+18% +$4.72M 1.72% 5
2022
Q1 		$25.5M Buy
+463,944
New +$24.6M 1.3% 21

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Foundry Partners's SHEL Position: Q1 2025 in Review

Foundry Partners reduced its Shell (SHEL) stake by 8.5% in Q1 2025, selling an estimated $2.84M and leaving 456,454 shares worth $33.4M. The position accounts for 1.77% of the portfolio, ranked #5.

Foundry Partners first reported a position in SHEL in Q1 2022 and has held it in 13 quarters since. The position peaked at $36.5M in Q2 2024. 1,413 funds tracked by Wall St. Rank hold SHEL as of Q1 2025.

  • Foundry Partners held 456,454 shares of Shell worth $33.4M as of Q1 2025.
  • Foundry Partners sold 42,183 Shell shares in Q1 2025, an estimated $2.84M.
  • Shell made up 1.77% of Foundry Partners's portfolio in Q1 2025, its #5 holding.
  • Foundry Partners first reported a position in Shell in Q1 2022 and has held it in 13 quarters since.
  • Foundry Partners's Shell position peaked at $36.5M in Q2 2024.
  • 1,413 funds tracked by Wall St. Rank held Shell as of Q1 2025.

Based on Foundry Partners's 13F filing for Q1 2025, filed 5 May 2025.