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Kelly Financial Services’s Shell SHEL Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-257
Closed -$18.6K – 631
2024
Q2 		$18.6K Hold
257
– – 0.01% 339
2024
Q1 		$17.3K Hold
257
– – 0.01% 353
2023
Q4 		$16.9K Hold
257
– – 0.01% 328
2023
Q3 		$16.6K Hold
257
– – 0.01% 304
2023
Q2 		$15.5K Hold
257
– – 0.01% 311
2023
Q1 		$14.8K Sell
257
-44
-15% -$2.59K 0.01% 303
2022
Q4 		$17.2K Hold
301
– – 0.01% 281
2022
Q3 		$15K Hold
301
– – 0.01% 284
2022
Q2 		$15.8K Buy
301
+2
+0.7% +$112 0.01% 276
2022
Q1 		$16.4K Buy
+299
New +$15.9K 0.01% 289

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return