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Meeder Asset Management’s Shell SHEL Stock Holding History

Meeder Asset 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
2022
Q4 		– Sell
-171
Closed -$9K – 1790
2022
Q3 		$9K Buy
171
+24
+16% +$1.24K ﹤0.01% 1368
2022
Q2 		$8K Sell
147
-307
-68% -$17.2K ﹤0.01% 1464
2022
Q1 		$25K Buy
+454
New +$24.1K ﹤0.01% 1189

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Meeder Asset Management's SHEL Position: Q4 2022 in Review

Meeder Asset Management sold out of Shell (SHEL) in Q4 2022, closing a stake of 171 shares — an estimated $9K sold.

Meeder Asset Management first reported a position in SHEL in Q1 2022 and held it in 3 quarters. The position peaked at $25K in Q1 2022. 1,181 funds tracked by Wall St. Rank hold SHEL as of Q4 2022.

  • Meeder Asset Management reported no remaining Shell position as of Q4 2022 after selling out during the quarter.
  • Meeder Asset Management sold 171 Shell shares in Q4 2022, an estimated $9K.
  • Meeder Asset Management first reported a position in Shell in Q1 2022 and held it in 3 quarters.
  • Meeder Asset Management's Shell position peaked at $25K in Q1 2022.
  • 1,181 funds tracked by Wall St. Rank held Shell as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.