Miller Howard Investments’s Shell SHEL Stock Holding History

Miller Howard Investments’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	–	Sell	-80,000	Closed	-$5.36M	–	202
2024 Q1	$5.36M	Hold	80,000	–	–	0.18%	88
2023 Q4	$5.26M	Sell	80,000 -22,000	-22%	-$1.44M	0.18%	87
2023 Q3	$6.57M	Buy	+102,000	New	+$6.35M	0.24%	73
2023 Q2	–	Sell	-70,000	Closed	-$4.03M	–	203
2023 Q1	$4.03M	Sell	70,000 -80,000	-53%	-$4.71M	0.15%	95
2022 Q4	$8.54M	Hold	150,000	–	–	0.31%	60
2022 Q3	$7.46M	Buy	150,000 +90,000	+150%	+$4.64M	0.31%	67
2022 Q2	$3.14M	Sell	60,000 -130,000	-68%	-$7.3M	0.12%	95
2022 Q1	$10.4M	Buy	+190,000	New	+$10.1M	0.37%	59

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

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

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

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

Miller Howard Investments's SHEL Position: Q2 2024 in Review

Miller Howard Investments sold out of Shell (SHEL) in Q2 2024, closing a stake of 80,000 shares — an estimated $5.36M sold.

Miller Howard Investments first reported a position in SHEL in Q1 2022 and held it in 8 quarters. The position peaked at $10.4M in Q1 2022. 1,385 funds tracked by Wall St. Rank hold SHEL as of Q2 2024.

Miller Howard Investments reported no remaining Shell position as of Q2 2024 after selling out during the quarter.
Miller Howard Investments sold 80,000 Shell shares in Q2 2024, an estimated $5.36M.
Miller Howard Investments first reported a position in Shell in Q1 2022 and held it in 8 quarters.
Miller Howard Investments's Shell position peaked at $10.4M in Q1 2022.
1,385 funds tracked by Wall St. Rank held Shell as of Q2 2024.

Based on Miller Howard Investments's 13F filing for Q2 2024, filed 26 Jul 2024.