JWM
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Janiczek Wealth Management’s Shell SHEL Stock Holding History

Janiczek Wealth 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
2024
Q2 		$180K Buy
2,495
+368
+17% +$26.3K 0.04% 199
2024
Q1 		$143K Sell
2,127
-347
-14% -$22.2K 0.03% 231
2023
Q4 		$163K Buy
2,474
+478
+24% +$31.4K 0.04% 194
2023
Q3 		$129K Buy
1,996
+1,757
+735% +$109K 0.03% 209
2023
Q2 		$14.4K Buy
239
+56
+31% +$3.36K ﹤0.01% 503
2023
Q1 		$11.4K Hold
183
– – ﹤0.01% 550
2022
Q4 		$10.9K Hold
183
– – ﹤0.01% 544
2022
Q3 		$9K Buy
183
+25
+16% +$1.29K ﹤0.01% 569
2022
Q2 		$8K Sell
158
-76
-32% -$4.27K ﹤0.01% 606
2022
Q1 		$13K Buy
+234
New +$12.4K ﹤0.01% 531

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return