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Gyroscope Capital Management Group’s Shell SHEL Stock Holding History

Gyroscope Capital Management Group’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
2023
Q3 		$443K Buy
6,882
+55
+0.8% +$3.42K 0.1% 142
2023
Q2 		$412K Buy
6,827
+27
+0.4% +$1.62K 0.1% 121
2023
Q1 		$391K Sell
6,800
-39
-0.6% -$2.29K 0.1% 129
2022
Q4 		$389K Sell
6,839
-10
-0.1% -$551 0.12% 109
2022
Q3 		$341K Buy
+6,849
New +$353K 0.13% 105

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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 $5.72T 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

Gyroscope Capital Management Group's SHEL Position: Q3 2023 in Review

Gyroscope Capital Management Group increased its Shell (SHEL) stake by 0.81% in Q3 2023, buying an estimated $3.42K and bringing the position to 6,882 shares worth $443K. The position accounts for 0.1% of the portfolio, ranked #142.

Gyroscope Capital Management Group first reported a position in SHEL in Q3 2022 and has held it in 5 quarters since. 1,262 funds tracked by Wall St. Rank hold SHEL as of Q3 2023.

  • Gyroscope Capital Management Group held 6,882 shares of Shell worth $443K as of Q3 2023.
  • Gyroscope Capital Management Group bought 55 Shell shares in Q3 2023, an estimated $3.42K.
  • Shell made up 0.1% of Gyroscope Capital Management Group's portfolio in Q3 2023, its #142 holding.
  • Gyroscope Capital Management Group first reported a position in Shell in Q3 2022 and has held it in 5 quarters since.
  • 1,262 funds tracked by Wall St. Rank held Shell as of Q3 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.