Genus Capital Management’s Shell SHEL Stock Holding History

Genus Capital 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
2023 Q4	–	Sell	-3,525	Closed	-$231K	–	334
2023 Q3	$227K	Buy	+3,525	New	+$219K	0.04%	169

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Genus Capital Management's SHEL Position: Q4 2023 in Review

Genus Capital Management sold out of Shell (SHEL) in Q4 2023, closing a stake of 3,525 shares — an estimated $231K sold.

Genus Capital Management first reported a position in SHEL in Q3 2023 and held it in 1 quarter. The position peaked at $227K in Q3 2023. 1,314 funds tracked by Wall St. Rank hold SHEL as of Q4 2023.

Genus Capital Management reported no remaining Shell position as of Q4 2023 after selling out during the quarter.
Genus Capital Management sold 3,525 Shell shares in Q4 2023, an estimated $231K.
Genus Capital Management first reported a position in Shell in Q3 2023 and held it in 1 quarter.
Genus Capital Management's Shell position peaked at $227K in Q3 2023.
1,314 funds tracked by Wall St. Rank held Shell as of Q4 2023.

Based on Genus Capital Management's 13F filing for Q4 2023, filed 6 Feb 2024.