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Macroview Investment Management’s Shell SHEL Stock Holding History

Macroview Investment Management’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 		– Sell
-8
Closed -$461 – 554
2023
Q1 		$461 Hold
8
– – ﹤0.01% 413
2022
Q4 		$456 Hold
8
– – ﹤0.01% 420
2022
Q3 		$0 Hold
8
– – ﹤0.01% 510
2022
Q2 		$0 Hold
8
– – ﹤0.01% 509
2022
Q1 		$0 Buy
+8
New +$425 ﹤0.01% 476

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

Macroview Investment Management's SHEL Position: Q2 2023 in Review

Macroview Investment Management sold out of Shell (SHEL) in Q2 2023, closing a stake of 8 shares — an estimated $461 sold.

Macroview Investment Management first reported a position in SHEL in Q1 2022 and held it in 5 quarters. The position peaked at $461 in Q1 2023. 1,203 funds tracked by Wall St. Rank hold SHEL as of Q2 2023.

  • Macroview Investment Management reported no remaining Shell position as of Q2 2023 after selling out during the quarter.
  • Macroview Investment Management sold 8 Shell shares in Q2 2023, an estimated $461.
  • Macroview Investment Management first reported a position in Shell in Q1 2022 and held it in 5 quarters.
  • Macroview Investment Management's Shell position peaked at $461 in Q1 2023.
  • 1,203 funds tracked by Wall St. Rank held Shell as of Q2 2023.

Based on Macroview Investment Management's 13F filing for Q2 2023, filed 14 Jul 2023.