Kalos Management’s Shell SHEL Stock Holding History

Kalos 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
2023 Q2	–	Sell	-49	Closed	-$2.82K	–	326
2023 Q1	$2.82K	Buy	+49	New	+$2.88K	0.01%	316

Other funds holding SHEL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Kalos Management's SHEL Position: Q2 2023 in Review

Kalos Management sold out of Shell (SHEL) in Q2 2023, closing a stake of 49 shares — an estimated $2.82K sold.

Kalos Management first reported a position in SHEL in Q1 2023 and held it in 1 quarter. The position peaked at $2.82K in Q1 2023. 1,203 funds tracked by Wall St. Rank hold SHEL as of Q2 2023.

Kalos Management reported no remaining Shell position as of Q2 2023 after selling out during the quarter.
Kalos Management sold 49 Shell shares in Q2 2023, an estimated $2.82K.
Kalos Management first reported a position in Shell in Q1 2023 and held it in 1 quarter.
Kalos Management's Shell position peaked at $2.82K in Q1 2023.
1,203 funds tracked by Wall St. Rank held Shell as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.