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Meitav Investment House’s Shell SHEL Stock Holding History

Meitav Investment House’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
Q1 		– Sell
-16,049
Closed -$1.06M – 335
2023
Q4 		$1.06M Sell
16,049
-11,675
-42% -$766K 0.02% 197
2023
Q3 		$1.78M Hold
27,724
– – 0.03% 166
2023
Q2 		$1.67M Buy
+27,724
New +$1.66M 0.03% 185

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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Meitav Investment House's SHEL Position: Q1 2024 in Review

Meitav Investment House sold out of Shell (SHEL) in Q1 2024, closing a stake of 16,049 shares — an estimated $1.06M sold.

Meitav Investment House first reported a position in SHEL in Q2 2023 and held it in 3 quarters. The position peaked at $1.78M in Q3 2023. 1,343 funds tracked by Wall St. Rank hold SHEL as of Q1 2024.

  • Meitav Investment House reported no remaining Shell position as of Q1 2024 after selling out during the quarter.
  • Meitav Investment House sold 16,049 Shell shares in Q1 2024, an estimated $1.06M.
  • Meitav Investment House first reported a position in Shell in Q2 2023 and held it in 3 quarters.
  • Meitav Investment House's Shell position peaked at $1.78M in Q3 2023.
  • 1,343 funds tracked by Wall St. Rank held Shell as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.