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MeadowBrook Investment Advisors’s Shell SHEL Stock Holding History

MeadowBrook 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 		– Sell
-17
Closed -$1.12K – 338
2024
Q3 		$1.12K Hold
17
– – ﹤0.01% 323
2024
Q2 		$1.23K Hold
17
– – ﹤0.01% 308
2024
Q1 		$1.14K Hold
17
– – ﹤0.01% 317
2023
Q4 		$1.12K Buy
+17
New +$1.12K ﹤0.01% 326

Other funds holding SHEL

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

MeadowBrook Investment Advisors sold out of Shell (SHEL) in Q4 2024, closing a stake of 17 shares — an estimated $1.12K sold.

MeadowBrook Investment Advisors first reported a position in SHEL in Q4 2023 and held it in 4 quarters. The position peaked at $1.23K in Q2 2024. 1,384 funds tracked by Wall St. Rank hold SHEL as of Q4 2024.

  • MeadowBrook Investment Advisors reported no remaining Shell position as of Q4 2024 after selling out during the quarter.
  • MeadowBrook Investment Advisors sold 17 Shell shares in Q4 2024, an estimated $1.12K.
  • MeadowBrook Investment Advisors first reported a position in Shell in Q4 2023 and held it in 4 quarters.
  • MeadowBrook Investment Advisors's Shell position peaked at $1.23K in Q2 2024.
  • 1,384 funds tracked by Wall St. Rank held Shell as of Q4 2024.

Based on MeadowBrook Investment Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.