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Mondrian Investment Partners’s Shell SHEL Stock Holding History

Mondrian Investment Partners’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
2026
Q1 		$150M Sell
1,610,398
-5,728
-0.4% -$463K 2.24% 17
2025
Q4 		$119M Sell
1,616,126
-7,841
-0.5% -$578K 1.96% 26
2025
Q3 		$116M Buy
+1,623,967
New +$117M 1.94% 25
2025
Q1 		$121M Sell
1,655,018
-8,862
-0.5% -$597K 2.07% 21
2024
Q4 		$110M Sell
1,663,880
-10,176
-0.6% -$667K 1.81% 29
2024
Q3 		$110M Sell
1,674,056
-33,801
-2% -$2.39M 1.67% 34
2024
Q2 		$125M Sell
1,707,857
-480,015
-22% -$34.3M 1.92% 23
2024
Q1 		$147M Buy
2,187,872
+993,342
+83% +$63.7M 2.01% 19
2023
Q4 		$78.6M Buy
1,194,530
+1,193,630
+132,626% +$78.3M 1.24% 42
2023
Q3 		$57.9K Hold
900
– – ﹤0.01% 86
2023
Q2 		$54.3K Hold
900
– – ﹤0.01% 83
2023
Q1 		$51.8K Hold
900
– – ﹤0.01% 79
2022
Q4 		$51K Sell
900
-129
-13% -$7.11K ﹤0.01% 81
2022
Q3 		$51 Hold
1,029
– – ﹤0.01% 79
2022
Q2 		$54K Sell
1,029
-144
-12% -$8.09K ﹤0.01% 76
2022
Q1 		$64K Buy
+1,173
New +$62.3K ﹤0.01% 77

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return