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Hartford Financial Management’s Shell SHEL Stock Holding History

Hartford Financial Management’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
2022
Q4 		– Sell
-250
Closed -$12K – 384
2022
Q3 		$12K Hold
250
– – ﹤0.01% 269
2022
Q2 		$13K Hold
250
– – ﹤0.01% 268
2022
Q1 		$14K Buy
+250
New +$13.3K ﹤0.01% 272

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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

Hartford Financial Management's SHEL Position: Q4 2022 in Review

Hartford Financial Management sold out of Shell (SHEL) in Q4 2022, closing a stake of 250 shares — an estimated $12K sold.

Hartford Financial Management first reported a position in SHEL in Q1 2022 and held it in 3 quarters. The position peaked at $14K in Q1 2022. 1,181 funds tracked by Wall St. Rank hold SHEL as of Q4 2022.

  • Hartford Financial Management reported no remaining Shell position as of Q4 2022 after selling out during the quarter.
  • Hartford Financial Management sold 250 Shell shares in Q4 2022, an estimated $12K.
  • Hartford Financial Management first reported a position in Shell in Q1 2022 and held it in 3 quarters.
  • Hartford Financial Management's Shell position peaked at $14K in Q1 2022.
  • 1,181 funds tracked by Wall St. Rank held Shell as of Q4 2022.

Based on Hartford Financial Management's 13F filing for Q4 2022, filed 1 Feb 2023.