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Gofen & Glossberg’s Shell SHEL Stock Holding History

Gofen & Glossberg’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
2022
Q4 		$1.69M Sell
29,740
-2,920
-9% -$161K 0.04% 203
2022
Q3 		$1.63M Buy
32,660
+3,870
+13% +$199K 0.05% 201
2022
Q2 		$1.5M Sell
28,790
-1,000
-3% -$56.2K 0.04% 209
2022
Q1 		$1.64M Buy
+29,790
New +$1.58M 0.04% 210

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Gofen & Glossberg's SHEL Position: Q4 2022 in Review

Gofen & Glossberg reduced its Shell (SHEL) stake by 8.9% in Q4 2022, selling an estimated $161K and leaving 29,740 shares worth $1.69M. The position accounts for 0.04% of the portfolio, ranked #203.

Gofen & Glossberg first reported a position in SHEL in Q1 2022 and has held it in 4 quarters since. 1,182 funds tracked by Wall St. Rank hold SHEL as of Q4 2022.

  • Gofen & Glossberg held 29,740 shares of Shell worth $1.69M as of Q4 2022.
  • Gofen & Glossberg sold 2,920 Shell shares in Q4 2022, an estimated $161K.
  • Shell made up 0.04% of Gofen & Glossberg's portfolio in Q4 2022, its #203 holding.
  • Gofen & Glossberg first reported a position in Shell in Q1 2022 and has held it in 4 quarters since.
  • 1,182 funds tracked by Wall St. Rank held Shell as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.