Kings Point Capital Management’s Shell SHEL Stock Holding History

Kings Point 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 Q1	$16.2M	Buy	+295,778	New	+$15.7M	1.41%	20

Other funds holding SHEL

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Kings Point Capital Management's SHEL Position: Q1 2022 in Review

Kings Point Capital Management opened a new position in Shell (SHEL) in Q1 2022: 295,778 shares worth $16.2M. The stake represents 1.41% of the portfolio and ranks #20 among its holdings.

985 funds tracked by Wall St. Rank hold SHEL as of Q1 2022.

Kings Point Capital Management held 295,778 shares of Shell worth $16.2M as of Q1 2022.
Shell was a new Kings Point Capital Management position in Q1 2022.
Shell made up 1.41% of Kings Point Capital Management's portfolio in Q1 2022, its #20 holding.
985 funds tracked by Wall St. Rank held Shell as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.