Garda Capital Partners’s Shell SHEL Stock Holding History

Garda Capital 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	-9,841	Closed	-$649K	–	468
2024 Q3	$649K	Buy	+9,841	New	+$697K	0.02%	447

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Garda Capital Partners's SHEL Position: Q4 2024 in Review

Garda Capital Partners sold out of Shell (SHEL) in Q4 2024, closing a stake of 9,841 shares — an estimated $649K sold.

Garda Capital Partners first reported a position in SHEL in Q3 2024 and held it in 1 quarter. The position peaked at $649K in Q3 2024. 1,384 funds tracked by Wall St. Rank hold SHEL as of Q4 2024.

Garda Capital Partners reported no remaining Shell position as of Q4 2024 after selling out during the quarter.
Garda Capital Partners sold 9,841 Shell shares in Q4 2024, an estimated $649K.
Garda Capital Partners first reported a position in Shell in Q3 2024 and held it in 1 quarter.
Garda Capital Partners's Shell position peaked at $649K in Q3 2024.
1,384 funds tracked by Wall St. Rank held Shell as of Q4 2024.

Based on Garda Capital Partners's 13F filing for Q4 2024, filed 5 Feb 2025.