GC
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Gould Capital’s Shell SHEL Stock Holding History

Gould Capital’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
-10
Closed -$660 – 218
2024
Q3 		$660 Hold
10
– – ﹤0.01% 204
2024
Q2 		$722 Hold
10
– – ﹤0.01% 205
2024
Q1 		$670 Hold
10
– – ﹤0.01% 187
2023
Q4 		$658 Hold
10
– – ﹤0.01% 189
2023
Q3 		$634 Hold
10
– – ﹤0.01% 188
2023
Q2 		$604 Hold
10
– – ﹤0.01% 188
2023
Q1 		$575 Sell
10
-20
-67% -$1.18K ﹤0.01% 191
2022
Q4 		$1.71K Hold
30
– – ﹤0.01% 186
2022
Q3 		$1K Hold
30
– – ﹤0.01% 192
2022
Q2 		$2K Hold
30
– – ﹤0.01% 193
2022
Q1 		$2K Buy
+30
New +$1.59K ﹤0.01% 183

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return