MIM
SHLX

Morningstar Investment Management’s Shell Midstream Partners, L.P. SHLX Stock Holding History

Morningstar Investment Management’s Portfolio SHLX Stock Details SHLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-167,267
Closed -$1.93M – 50
2021
Q4 		$1.93M Hold
167,267
– – 0.29% 43
2021
Q3 		$1.99M Buy
167,267
+2,303
+1% +$29.3K 0.33% 37
2021
Q2 		$2.44M Buy
+164,964
New +$2.47M 0.27% 41

Other funds holding SHLX

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morningstar Investment Management's SHLX Position: Q1 2022 in Review

Morningstar Investment Management sold out of Shell Midstream Partners, L.P. (SHLX) in Q1 2022, closing a stake of 167,267 shares — an estimated $1.93M sold.

Morningstar Investment Management first reported a position in SHLX in Q2 2021 and held it in 3 quarters. The position peaked at $2.44M in Q2 2021. 124 funds tracked by Wall St. Rank hold SHLX as of Q1 2022.

  • Morningstar Investment Management reported no remaining Shell Midstream Partners, L.P. position as of Q1 2022 after selling out during the quarter.
  • Morningstar Investment Management sold 167,267 Shell Midstream Partners, L.P. shares in Q1 2022, an estimated $1.93M.
  • Morningstar Investment Management first reported a position in Shell Midstream Partners, L.P. in Q2 2021 and held it in 3 quarters.
  • Morningstar Investment Management's Shell Midstream Partners, L.P. position peaked at $2.44M in Q2 2021.
  • 124 funds tracked by Wall St. Rank held Shell Midstream Partners, L.P. as of Q1 2022.

Based on Morningstar Investment Management's 13F filing for Q1 2022, filed 10 May 2022.