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Kistler-Tiffany Companies’s Shell SHEL Stock Holding History

Kistler-Tiffany Companies’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 		$2.28M Buy
37,843
+640
+2% +$38.4K 0.37% 52
2023
Q1 		$2.14M Buy
37,203
+2,964
+9% +$174K 0.41% 50
2022
Q4 		$1.95M Buy
34,239
+6,512
+23% +$359K 0.4% 53
2022
Q3 		$1.38M Buy
27,727
+17,280
+165% +$890K 0.31% 58
2022
Q2 		$546K Buy
10,447
+6,473
+163% +$364K 0.12% 118
2022
Q1 		$218K Buy
+3,974
New +$211K 0.04% 215

Other funds holding SHEL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Kistler-Tiffany Companies's SHEL Position: Q2 2023 in Review

Kistler-Tiffany Companies increased its Shell (SHEL) stake by 1.7% in Q2 2023, buying an estimated $38.4K and bringing the position to 37,843 shares worth $2.28M. The position accounts for 0.37% of the portfolio, ranked #52.

Kistler-Tiffany Companies first reported a position in SHEL in Q1 2022 and has held it in 6 quarters since. 1,203 funds tracked by Wall St. Rank hold SHEL as of Q2 2023.

  • Kistler-Tiffany Companies held 37,843 shares of Shell worth $2.28M as of Q2 2023.
  • Kistler-Tiffany Companies bought 640 Shell shares in Q2 2023, an estimated $38.4K.
  • Shell made up 0.37% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #52 holding.
  • Kistler-Tiffany Companies first reported a position in Shell in Q1 2022 and has held it in 6 quarters since.
  • 1,203 funds tracked by Wall St. Rank held Shell as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.