Madison Investment Advisors’s Shell SHEL Stock Holding History

Madison Investment 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 Q4	$1.65M	Buy	+26,300	New	+$1.72M	0.02%	259

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Madison Investment Advisors's SHEL Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in Shell (SHEL) in Q4 2024: 26,300 shares worth $1.65M. The stake represents 0.02% of the portfolio and ranks #259 among its holdings.

1,383 funds tracked by Wall St. Rank hold SHEL as of Q4 2024.

Madison Investment Advisors held 26,300 shares of Shell worth $1.65M as of Q4 2024.
Shell was a new Madison Investment Advisors position in Q4 2024.
Shell made up 0.02% of Madison Investment Advisors's portfolio in Q4 2024, its #259 holding.
1,383 funds tracked by Wall St. Rank held Shell as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.