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Leo Brokerage’s Shell SHEL Stock Holding History

Leo Brokerage’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 		$406K Sell
6,725
-2,160
-24% -$130K 0.05% 210
2023
Q1 		$511K Buy
+8,885
New +$523K 0.08% 176
2022
Q2 		– Sell
-7,685
Closed -$422K – 244
2022
Q1 		$422K Buy
+7,685
New +$408K 0.07% 162

Other funds holding SHEL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Leo Brokerage's SHEL Position: Q2 2023 in Review

Leo Brokerage reduced its Shell (SHEL) stake by 24% in Q2 2023, selling an estimated $130K and leaving 6,725 shares worth $406K. The position accounts for 0.05% of the portfolio, ranked #210.

Leo Brokerage first reported a position in SHEL in Q1 2022 and has held it in 3 quarters since. The position peaked at $511K in Q1 2023. 1,203 funds tracked by Wall St. Rank hold SHEL as of Q2 2023.

  • Leo Brokerage held 6,725 shares of Shell worth $406K as of Q2 2023.
  • Leo Brokerage sold 2,160 Shell shares in Q2 2023, an estimated $130K.
  • Shell made up 0.05% of Leo Brokerage's portfolio in Q2 2023, its #210 holding.
  • Leo Brokerage first reported a position in Shell in Q1 2022 and has held it in 3 quarters since.
  • Leo Brokerage's Shell position peaked at $511K in Q1 2023.
  • 1,203 funds tracked by Wall St. Rank held Shell as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.