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Grace & White Inc’s Shell SHEL Stock Holding History

Grace & White Inc’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
Q1 		– Sell
-24,816
Closed -$1.63M – 136
2023
Q4 		$1.63M Hold
24,816
– – 0.29% 75
2023
Q3 		$1.6M Hold
24,816
– – 0.3% 75
2023
Q2 		$1.5M Hold
24,816
– – 0.28% 77
2023
Q1 		$1.43M Hold
24,816
– – 0.27% 75
2022
Q4 		$1.41M Hold
24,816
– – 0.28% 78
2022
Q3 		$1.24M Hold
24,816
– – 0.27% 79
2022
Q2 		$1.3M Hold
24,816
– – 0.27% 80
2022
Q1 		$1.36M Buy
+24,816
New +$1.32M 0.26% 83

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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return