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KLR Investment Advisors’s Shell SHEL Stock Holding History

KLR Investment Advisors’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
Q1 		$377K Sell
5,210
-16,892
-76% -$1.08M 0.27% 104
2023
Q4 		$1.45M Buy
+22,102
New +$1.45M 1.05% 23
2023
Q1 		– Sell
-4,123
Closed -$235K – 186
2022
Q4 		$235K Buy
+4,123
New +$227K 0.19% 156

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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

KLR Investment Advisors's SHEL Position: Q1 2024 in Review

KLR Investment Advisors reduced its Shell (SHEL) stake by 76% in Q1 2024, selling an estimated $1.08M and leaving 5,210 shares worth $377K. The position accounts for 0.27% of the portfolio, ranked #104.

KLR Investment Advisors first reported a position in SHEL in Q4 2022 and has held it in 3 quarters since. The position peaked at $1.45M in Q4 2023. 1,343 funds tracked by Wall St. Rank hold SHEL as of Q1 2024.

  • KLR Investment Advisors held 5,210 shares of Shell worth $377K as of Q1 2024.
  • KLR Investment Advisors sold 16,892 Shell shares in Q1 2024, an estimated $1.08M.
  • Shell made up 0.27% of KLR Investment Advisors's portfolio in Q1 2024, its #104 holding.
  • KLR Investment Advisors first reported a position in Shell in Q4 2022 and has held it in 3 quarters since.
  • KLR Investment Advisors's Shell position peaked at $1.45M in Q4 2023.
  • 1,343 funds tracked by Wall St. Rank held Shell as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.