Lake Street Advisors Group’s Shell SHEL Stock Holding History

Lake Street Advisors Group’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 Q4	$751K	Sell	11,980 -768	-6%	-$50.3K	0.03%	263
2024 Q3	$841K	Sell	12,748 -128	-1%	-$9.07K	0.04%	240
2024 Q2	$929K	Buy	12,876 +785	+6%	+$56.1K	0.04%	225
2024 Q1	$811K	Sell	12,091 -965	-7%	-$61.8K	0.04%	259
2023 Q4	$859K	Sell	13,056 -26	-0.2%	-$1.71K	0.04%	242
2023 Q3	$842K	Sell	13,082 -354	-3%	-$22K	0.05%	174
2023 Q2	$811K	Buy	13,436 +509	+4%	+$30.5K	0.04%	183
2023 Q1	$744K	Buy	12,927 +21	+0.2%	+$1.24K	0.05%	175
2022 Q4	$735K	Sell	12,906 -1,053	-8%	-$58K	0.05%	165
2022 Q3	$695K	Buy	13,959 +2,267	+19%	+$117K	0.05%	167
2022 Q2	$611K	Buy	11,692 +481	+4%	+$27K	0.04%	166
2022 Q1	$616K	Buy	+11,211	New	+$595K	0.04%	165

Other funds holding SHEL

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Lake Street Advisors Group's SHEL Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Shell (SHEL) stake by 6% in Q4 2024, selling an estimated $50.3K and leaving 11,980 shares worth $751K. The position accounts for 0.03% of the portfolio, ranked #263.

Lake Street Advisors Group first reported a position in SHEL in Q1 2022 and has held it in 12 quarters since. The position peaked at $929K in Q2 2024. 1,381 funds tracked by Wall St. Rank hold SHEL as of Q4 2024.

Lake Street Advisors Group held 11,980 shares of Shell worth $751K as of Q4 2024.
Lake Street Advisors Group sold 768 Shell shares in Q4 2024, an estimated $50.3K.
Shell made up 0.03% of Lake Street Advisors Group's portfolio in Q4 2024, its #263 holding.
Lake Street Advisors Group first reported a position in Shell in Q1 2022 and has held it in 12 quarters since.
Lake Street Advisors Group's Shell position peaked at $929K in Q2 2024.
1,381 funds tracked by Wall St. Rank held Shell as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.