Gratus Capital’s Shell SHEL Stock Holding History

Gratus 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 Q2	$375K	Hold	5,192	–	–	0.02%	286
2024 Q1	$348K	Buy	+5,192	New	+$333K	0.02%	262

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Gratus Capital's SHEL Position: Q2 2024 in Review

Gratus Capital held its Shell (SHEL) position steady in Q2 2024 at 5,192 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #286.

Gratus Capital first reported a position in SHEL in Q1 2024 and has held it in 2 quarters since. 1,383 funds tracked by Wall St. Rank hold SHEL as of Q2 2024.

Gratus Capital held 5,192 shares of Shell worth $375K as of Q2 2024.
Gratus Capital left its Shell share count unchanged in Q2 2024.
Shell made up 0.02% of Gratus Capital's portfolio in Q2 2024, its #286 holding.
Gratus Capital first reported a position in Shell in Q1 2024 and has held it in 2 quarters since.
1,383 funds tracked by Wall St. Rank held Shell as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.