GYL Financial Synergies’s Shell SHEL Stock Holding History

GYL Financial Synergies’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 Q3	$5.14M	Buy	77,937 +2,746	+4%	+$194K	0.39%	65
2024 Q2	$5.43M	Buy	75,191 +5,147	+7%	+$368K	0.42%	62
2024 Q1	$4.7M	Buy	70,044 +2,319	+3%	+$149K	0.37%	68
2023 Q4	$4.46M	Buy	67,725 +1,427	+2%	+$93.6K	0.37%	68
2023 Q3	$4.27M	Buy	66,298 +42,029	+173%	+$2.62M	0.41%	62
2023 Q2	$1.47M	Buy	24,269 +1,524	+7%	+$91.5K	0.13%	139
2023 Q1	$1.31M	Buy	22,745 +2,551	+13%	+$150K	0.16%	105
2022 Q4	$1.15M	Buy	+20,194	New	+$1.11M	0.25%	66

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OAG

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

GYL Financial Synergies's SHEL Position: Q3 2024 in Review

GYL Financial Synergies increased its Shell (SHEL) stake by 3.7% in Q3 2024, buying an estimated $194K and bringing the position to 77,937 shares worth $5.14M. The position accounts for 0.39% of the portfolio, ranked #65.

GYL Financial Synergies first reported a position in SHEL in Q4 2022 and has held it in 8 quarters since. The position peaked at $5.43M in Q2 2024. 1,354 funds tracked by Wall St. Rank hold SHEL as of Q3 2024.

GYL Financial Synergies held 77,937 shares of Shell worth $5.14M as of Q3 2024.
GYL Financial Synergies bought 2,746 Shell shares in Q3 2024, an estimated $194K.
Shell made up 0.39% of GYL Financial Synergies's portfolio in Q3 2024, its #65 holding.
GYL Financial Synergies first reported a position in Shell in Q4 2022 and has held it in 8 quarters since.
GYL Financial Synergies's Shell position peaked at $5.43M in Q2 2024.
1,354 funds tracked by Wall St. Rank held Shell as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.