MUFG Americas’s Shell SHEL Stock Holding History

MUFG Americas’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
2022 Q4	–	Sell	-30,525	Closed	-$1.52M	–	694
2022 Q3	$1.52M	Sell	30,525 -1,236	-4%	-$63.7K	0.04%	233
2022 Q2	$1.66M	Sell	31,761 -709	-2%	-$39.8K	0.04%	233
2022 Q1	$1.78M	Buy	+32,470	New	+$1.72M	0.03%	237

Other funds holding SHEL

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

MUFG Americas's SHEL Position: Q4 2022 in Review

MUFG Americas sold out of Shell (SHEL) in Q4 2022, closing a stake of 30,525 shares — an estimated $1.52M sold.

MUFG Americas first reported a position in SHEL in Q1 2022 and held it in 3 quarters. The position peaked at $1.78M in Q1 2022. 1,181 funds tracked by Wall St. Rank hold SHEL as of Q4 2022.

MUFG Americas reported no remaining Shell position as of Q4 2022 after selling out during the quarter.
MUFG Americas sold 30,525 Shell shares in Q4 2022, an estimated $1.52M.
MUFG Americas first reported a position in Shell in Q1 2022 and held it in 3 quarters.
MUFG Americas's Shell position peaked at $1.78M in Q1 2022.
1,181 funds tracked by Wall St. Rank held Shell as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.