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Mine & Arao Wealth Creation & Management’s Shell SHEL Stock Holding History

Mine & Arao Wealth Creation & 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 		– Sell
-200
Closed -$13.4K – 306
2024
Q1 		$13.4K Hold
200
– – 0.01% 197
2023
Q4 		$13.2K Hold
200
– – 0.01% 197
2023
Q3 		$12.9K Hold
200
– – 0.01% 194
2023
Q2 		$12.1K Hold
200
– – 0.01% 207
2023
Q1 		$11.5K Hold
200
– – 0.01% 212
2022
Q4 		$11.4K Hold
200
– – 0.01% 210
2022
Q3 		$10K Hold
200
– – 0.01% 225
2022
Q2 		$10K Hold
200
– – 0.01% 228
2022
Q1 		$11K Buy
+200
New +$10.6K 0.01% 226

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