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Lee Financial’s Shell SHEL Stock Holding History

Lee Financial’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 		– Sell
-371
Closed -$24.4K – 697
2023
Q4 		$24.4K Hold
371
– – ﹤0.01% 294
2023
Q3 		$23.9K Buy
371
+84
+29% +$5.23K ﹤0.01% 283
2023
Q2 		$17.3K Hold
287
– – ﹤0.01% 325
2023
Q1 		$16.5K Sell
287
-130
-31% -$7.65K ﹤0.01% 341
2022
Q4 		$23.7K Hold
417
– – ﹤0.01% 321
2022
Q3 		$21K Hold
417
– – ﹤0.01% 328
2022
Q2 		$22K Sell
417
-40
-9% -$2.25K ﹤0.01% 324
2022
Q1 		$25K Buy
+457
New +$24.3K ﹤0.01% 309

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Lee Financial's SHEL Position: Q1 2024 in Review

Lee Financial sold out of Shell (SHEL) in Q1 2024, closing a stake of 371 shares — an estimated $24.4K sold.

Lee Financial first reported a position in SHEL in Q1 2022 and held it in 8 quarters. The position peaked at $25K in Q1 2022. 1,346 funds tracked by Wall St. Rank hold SHEL as of Q1 2024.

  • Lee Financial reported no remaining Shell position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 371 Shell shares in Q1 2024, an estimated $24.4K.
  • Lee Financial first reported a position in Shell in Q1 2022 and held it in 8 quarters.
  • Lee Financial's Shell position peaked at $25K in Q1 2022.
  • 1,346 funds tracked by Wall St. Rank held Shell as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.