MCM
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McKinley Capital Management’s Shell SHEL Stock Holding History

McKinley Capital 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
2024
Q2 		$1.29M Sell
17,911
-794
-4% -$56.8K 0.23% 77
2024
Q1 		$1.25M Sell
18,705
-4,074
-18% -$261K 0.15% 124
2023
Q4 		$1.5M Buy
22,779
+455
+2% +$29.9K 0.19% 107
2023
Q3 		$1.44M Buy
22,324
+366
+2% +$22.8K 0.2% 112
2023
Q2 		$1.33M Sell
21,958
-121
-0.5% -$7.26K 0.18% 116
2023
Q1 		$1.27M Buy
22,079
+574
+3% +$33.8K 0.17% 117
2022
Q4 		$1.22M Buy
21,505
+5,541
+35% +$305K 0.16% 123
2022
Q3 		$794K Buy
15,964
+28
+0.2% +$1.44K 0.11% 139
2022
Q2 		$834K Buy
15,936
+20
+0.1% +$1.12K 0.11% 142
2022
Q1 		$874K Buy
+15,916
New +$845K 0.09% 144

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
Morgan Stanley
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
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