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Freedom Investment Management’s Shell SHEL Stock Holding History

Freedom Investment Management’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
Q3 		– Sell
-9,089
Closed -$656K – 823
2024
Q2 		$656K Sell
9,089
-1,802
-17% -$129K 0.05% 344
2024
Q1 		$730K Sell
10,891
-2,108
-16% -$135K 0.06% 335
2023
Q4 		$855K Sell
12,999
-1,343
-9% -$88.1K 0.07% 296
2023
Q3 		$923K Sell
14,342
-3,403
-19% -$212K 0.11% 222
2023
Q2 		$1.07M Buy
+17,745
New +$1.06M 0.12% 221

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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Freedom Investment Management's SHEL Position: Q3 2024 in Review

Freedom Investment Management sold out of Shell (SHEL) in Q3 2024, closing a stake of 9,089 shares — an estimated $656K sold.

Freedom Investment Management first reported a position in SHEL in Q2 2023 and held it in 5 quarters. The position peaked at $1.07M in Q2 2023. 1,352 funds tracked by Wall St. Rank hold SHEL as of Q3 2024.

  • Freedom Investment Management reported no remaining Shell position as of Q3 2024 after selling out during the quarter.
  • Freedom Investment Management sold 9,089 Shell shares in Q3 2024, an estimated $656K.
  • Freedom Investment Management first reported a position in Shell in Q2 2023 and held it in 5 quarters.
  • Freedom Investment Management's Shell position peaked at $1.07M in Q2 2023.
  • 1,352 funds tracked by Wall St. Rank held Shell as of Q3 2024.

Based on Freedom Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.