LF
SHEL icon

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 $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