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Hudson Valley Investment Advisors’s Shell SHEL Stock Holding History

Hudson Valley Investment Advisors’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 		– Sell
-3,980
Closed -$257K – 187
2024
Q2 		$257K Hold
3,980
– – 0.03% 160
2024
Q1 		$267K Hold
3,980
– – 0.03% 155
2023
Q4 		$257K Hold
3,980
– – 0.04% 160
2023
Q3 		$256K Sell
3,980
-2,355
-37% -$147K 0.04% 163
2023
Q2 		$383K Sell
6,335
-50
-0.8% -$3K 0.05% 157
2023
Q1 		$367K Buy
6,385
+550
+9% +$32.4K 0.05% 173
2022
Q4 		$332K Sell
5,835
-295
-5% -$16.3K 0.05% 179
2022
Q3 		$305K Sell
6,130
-200
-3% -$10.3K 0.05% 175
2022
Q2 		$331K Buy
6,330
+550
+10% +$30.9K 0.05% 165
2022
Q1 		$317K Buy
+5,780
New +$307K 0.04% 174

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
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Hudson Valley Investment Advisors's SHEL Position: Q3 2024 in Review

Hudson Valley Investment Advisors sold out of Shell (SHEL) in Q3 2024, closing a stake of 3,980 shares — an estimated $257K sold.

Hudson Valley Investment Advisors first reported a position in SHEL in Q1 2022 and held it in 10 quarters. The position peaked at $383K in Q2 2023. 1,352 funds tracked by Wall St. Rank hold SHEL as of Q3 2024.

  • Hudson Valley Investment Advisors reported no remaining Shell position as of Q3 2024 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 3,980 Shell shares in Q3 2024, an estimated $257K.
  • Hudson Valley Investment Advisors first reported a position in Shell in Q1 2022 and held it in 10 quarters.
  • Hudson Valley Investment Advisors's Shell position peaked at $383K in Q2 2023.
  • 1,352 funds tracked by Wall St. Rank held Shell as of Q3 2024.

Based on Hudson Valley Investment Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.