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Investment Management of Virginia’s Shell SHEL Stock Holding History

Investment Management of Virginia’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
Q1 		$2.59M Sell
44,938
-714
-2% -$42K 0.49% 67
2022
Q4 		$2.6M Sell
45,652
-861
-2% -$47.5K 0.51% 67
2022
Q3 		$2.31M Sell
46,513
-80
-0.2% -$4.12K 0.5% 69
2022
Q2 		$2.44M Buy
46,593
+24
+0.1% +$1.35K 0.5% 70
2022
Q1 		$2.56M Buy
+46,569
New +$2.47M 0.45% 78

Other funds holding SHEL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $6.73T AUM 46.02% 1-Year Est. Return

Investment Management of Virginia's SHEL Position: Q1 2023 in Review

Investment Management of Virginia reduced its Shell (SHEL) stake by 1.6% in Q1 2023, selling an estimated $42K and leaving 44,938 shares worth $2.59M. The position accounts for 0.49% of the portfolio, ranked #67.

Investment Management of Virginia first reported a position in SHEL in Q1 2022 and has held it in 5 quarters since. The position peaked at $2.6M in Q4 2022. 1,192 funds tracked by Wall St. Rank hold SHEL as of Q1 2023.

  • Investment Management of Virginia held 44,938 shares of Shell worth $2.59M as of Q1 2023.
  • Investment Management of Virginia sold 714 Shell shares in Q1 2023, an estimated $42K.
  • Shell made up 0.49% of Investment Management of Virginia's portfolio in Q1 2023, its #67 holding.
  • Investment Management of Virginia first reported a position in Shell in Q1 2022 and has held it in 5 quarters since.
  • Investment Management of Virginia's Shell position peaked at $2.6M in Q4 2022.
  • 1,192 funds tracked by Wall St. Rank held Shell as of Q1 2023.

Based on Investment Management of Virginia's 13F filing for Q1 2023, filed 26 Apr 2023.