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Mitchell Sinkler & Starr’s Shell SHEL Stock Holding History

Mitchell Sinkler & Starr’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
-8,330
Closed -$558K – 203
2024
Q1 		$558K Buy
+8,330
New +$534K 0.14% 103
2023
Q1 		– Sell
-8,255
Closed -$470K – 157
2022
Q4 		$470K Buy
+8,255
New +$455K 0.15% 95

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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Mitchell Sinkler & Starr's SHEL Position: Q2 2024 in Review

Mitchell Sinkler & Starr sold out of Shell (SHEL) in Q2 2024, closing a stake of 8,330 shares — an estimated $558K sold.

Mitchell Sinkler & Starr first reported a position in SHEL in Q4 2022 and held it in 2 quarters. The position peaked at $558K in Q1 2024. 1,385 funds tracked by Wall St. Rank hold SHEL as of Q2 2024.

  • Mitchell Sinkler & Starr reported no remaining Shell position as of Q2 2024 after selling out during the quarter.
  • Mitchell Sinkler & Starr sold 8,330 Shell shares in Q2 2024, an estimated $558K.
  • Mitchell Sinkler & Starr first reported a position in Shell in Q4 2022 and held it in 2 quarters.
  • Mitchell Sinkler & Starr's Shell position peaked at $558K in Q1 2024.
  • 1,385 funds tracked by Wall St. Rank held Shell as of Q2 2024.

Based on Mitchell Sinkler & Starr's 13F filing for Q2 2024, filed 7 Aug 2024.