Moran Wealth Management’s Shell SHEL Stock Holding History

Moran Wealth 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
2023 Q4	–	Sell	-37,996	Closed	-$2.45M	–	450
2023 Q3	$2.45M	Sell	37,996 -113	-0.3%	-$7.03K	0.09%	203
2023 Q2	$2.3M	Sell	38,109 -588	-2%	-$35.3K	0.09%	212
2023 Q1	$2.23M	Sell	38,697 -923	-2%	-$54.3K	0.08%	212
2022 Q4	$2.26M	Buy	+39,620	New	+$2.18M	0.09%	204

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

OAG

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

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

Moran Wealth Management's SHEL Position: Q4 2023 in Review

Moran Wealth Management sold out of Shell (SHEL) in Q4 2023, closing a stake of 37,996 shares — an estimated $2.45M sold.

Moran Wealth Management first reported a position in SHEL in Q4 2022 and held it in 4 quarters. The position peaked at $2.45M in Q3 2023. 1,314 funds tracked by Wall St. Rank hold SHEL as of Q4 2023.

Moran Wealth Management reported no remaining Shell position as of Q4 2023 after selling out during the quarter.
Moran Wealth Management sold 37,996 Shell shares in Q4 2023, an estimated $2.45M.
Moran Wealth Management first reported a position in Shell in Q4 2022 and held it in 4 quarters.
Moran Wealth Management's Shell position peaked at $2.45M in Q3 2023.
1,314 funds tracked by Wall St. Rank held Shell as of Q4 2023.

Based on Moran Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.