Karp Capital Management’s Shell SHEL Stock Holding History

Karp Capital 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
2022 Q4	–	Sell	-29,124	Closed	-$1.45M	–	89
2022 Q3	$1.45M	Buy	+29,124	New	+$1.5M	0.3%	67

Other funds holding SHEL

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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

Karp Capital Management's SHEL Position: Q4 2022 in Review

Karp Capital Management sold out of Shell (SHEL) in Q4 2022, closing a stake of 29,124 shares — an estimated $1.45M sold.

Karp Capital Management first reported a position in SHEL in Q3 2022 and held it in 1 quarter. The position peaked at $1.45M in Q3 2022. 1,181 funds tracked by Wall St. Rank hold SHEL as of Q4 2022.

Karp Capital Management reported no remaining Shell position as of Q4 2022 after selling out during the quarter.
Karp Capital Management sold 29,124 Shell shares in Q4 2022, an estimated $1.45M.
Karp Capital Management first reported a position in Shell in Q3 2022 and held it in 1 quarter.
Karp Capital Management's Shell position peaked at $1.45M in Q3 2022.
1,181 funds tracked by Wall St. Rank held Shell as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.