J. Goldman & Co’s Shell SHEL Stock Holding History

J. Goldman & Co’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 Q3	–	Sell	-46,899	Closed	-$2.45M	–	482
2022 Q2	$2.45M	Sell	46,899 -16,809	-26%	-$944K	0.12%	186
2022 Q1	$3.5M	Buy	+63,708	New	+$3.38M	0.16%	156

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

J. Goldman & Co's SHEL Position: Q3 2022 in Review

J. Goldman & Co sold out of Shell (SHEL) in Q3 2022, closing a stake of 46,899 shares — an estimated $2.45M sold.

J. Goldman & Co first reported a position in SHEL in Q1 2022 and held it in 2 quarters. The position peaked at $3.5M in Q1 2022. 1,098 funds tracked by Wall St. Rank hold SHEL as of Q3 2022.

J. Goldman & Co reported no remaining Shell position as of Q3 2022 after selling out during the quarter.
J. Goldman & Co sold 46,899 Shell shares in Q3 2022, an estimated $2.45M.
J. Goldman & Co first reported a position in Shell in Q1 2022 and held it in 2 quarters.
J. Goldman & Co's Shell position peaked at $3.5M in Q1 2022.
1,098 funds tracked by Wall St. Rank held Shell as of Q3 2022.

Based on J. Goldman & Co's 13F filing for Q3 2022, filed 14 Nov 2022.