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New Age Alpha Advisors’s Shell SHEL Stock Holding History

New Age Alpha Advisors’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
Q4 		– Sell
-198,300
Closed -$13.1M – 899
2024
Q3 		$13.1M Hold
198,300
– – 7.71% 3
2024
Q2 		$14.3M Hold
198,300
– – 7.8% 5
2024
Q1 		$13.3M Hold
198,300
– – 7.87% 4
2023
Q4 		$13M Buy
+198,300
New +$13M 9.73% 2

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

New Age Alpha Advisors's SHEL Position: Q4 2024 in Review

New Age Alpha Advisors sold out of Shell (SHEL) in Q4 2024, closing a stake of 198,300 shares — an estimated $13.1M sold.

New Age Alpha Advisors first reported a position in SHEL in Q4 2023 and held it in 4 quarters. The position peaked at $14.3M in Q2 2024. 1,380 funds tracked by Wall St. Rank hold SHEL as of Q4 2024.

  • New Age Alpha Advisors reported no remaining Shell position as of Q4 2024 after selling out during the quarter.
  • New Age Alpha Advisors sold 198,300 Shell shares in Q4 2024, an estimated $13.1M.
  • New Age Alpha Advisors first reported a position in Shell in Q4 2023 and held it in 4 quarters.
  • New Age Alpha Advisors's Shell position peaked at $14.3M in Q2 2024.
  • 1,380 funds tracked by Wall St. Rank held Shell as of Q4 2024.

Based on New Age Alpha Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.