John Armitage’s Shell SHEL Stock Holding History

John Armitage’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 Q1	–	Sell	-1,173,260	Closed	-$77.2M	–	24
2023 Q4	$77.2M	Buy	1,173,260 +200,505	+21%	+$13.2M	0.84%	22
2023 Q3	$62.6M	Buy	+972,755	New	+$60.5M	0.73%	22

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

John Armitage's SHEL Position: Q1 2024 in Review

John Armitage sold out of Shell (SHEL) in Q1 2024, closing a stake of 1,173,260 shares — an estimated $77.2M sold.

John Armitage first reported a position in SHEL in Q3 2023 and held it in 2 quarters. The position peaked at $77.2M in Q4 2023. 1,345 funds tracked by Wall St. Rank hold SHEL as of Q1 2024.

John Armitage reported no remaining Shell position as of Q1 2024 after selling out during the quarter.
John Armitage sold 1,173,260 Shell shares in Q1 2024, an estimated $77.2M.
John Armitage first reported a position in Shell in Q3 2023 and held it in 2 quarters.
John Armitage's Shell position peaked at $77.2M in Q4 2023.
1,345 funds tracked by Wall St. Rank held Shell as of Q1 2024.

Based on Egerton Capital (UK)'s 13F filing for Q1 2024, filed 13 May 2024.