Independent Family Office’s Shell SHEL Stock Holding History

Independent Family Office’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 Q2	–	Sell	-5,060	Closed	-$278K	–	71
2022 Q1	$278K	Buy	+5,060	New	+$269K	0.09%	60

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

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

Norges Bank Oslo, Norway $935B AUM

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Independent Family Office's SHEL Position: Q2 2022 in Review

Independent Family Office sold out of Shell (SHEL) in Q2 2022, closing a stake of 5,060 shares — an estimated $278K sold.

Independent Family Office first reported a position in SHEL in Q1 2022 and held it in 1 quarter. The position peaked at $278K in Q1 2022. 1,123 funds tracked by Wall St. Rank hold SHEL as of Q2 2022.

Independent Family Office reported no remaining Shell position as of Q2 2022 after selling out during the quarter.
Independent Family Office sold 5,060 Shell shares in Q2 2022, an estimated $278K.
Independent Family Office first reported a position in Shell in Q1 2022 and held it in 1 quarter.
Independent Family Office's Shell position peaked at $278K in Q1 2022.
1,123 funds tracked by Wall St. Rank held Shell as of Q2 2022.

Based on Independent Family Office's 13F filing for Q2 2022, filed 1 Aug 2022.