LM Advisors’s Shell SHEL Stock Holding History

LM 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 Q3	–	Sell	-3,340	Closed	-$241K	–	183
2024 Q2	$241K	Hold	3,340	–	–	﹤0.01%	168
2024 Q1	$224K	Sell	3,340 -345	-9%	-$22.1K	0.04%	197
2023 Q4	$242K	Buy	+3,685	New	+$242K	0.05%	178

Other funds holding SHEL

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LM Advisors's SHEL Position: Q3 2024 in Review

LM Advisors sold out of Shell (SHEL) in Q3 2024, closing a stake of 3,340 shares — an estimated $241K sold.

LM Advisors first reported a position in SHEL in Q4 2023 and held it in 3 quarters. The position peaked at $242K in Q4 2023. 1,352 funds tracked by Wall St. Rank hold SHEL as of Q3 2024.

LM Advisors reported no remaining Shell position as of Q3 2024 after selling out during the quarter.
LM Advisors sold 3,340 Shell shares in Q3 2024, an estimated $241K.
LM Advisors first reported a position in Shell in Q4 2023 and held it in 3 quarters.
LM Advisors's Shell position peaked at $242K in Q4 2023.
1,352 funds tracked by Wall St. Rank held Shell as of Q3 2024.

Based on LM Advisors's 13F filing for Q3 2024, filed 7 Nov 2024.