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Nicola Wealth Management’s Shell SHEL Stock Holding History

Nicola 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
2024
Q4 		– Sell
-260,000
Closed -$17.1M – 112
2024
Q3 		$17.1M Sell
260,000
-60,000
-19% -$4.25M 1.36% 31
2024
Q2 		$23.1M Sell
320,000
-37,000
-10% -$2.64M 2.06% 11
2024
Q1 		$23.9M Sell
357,000
-15,000
-4% -$961K 2.32% 10
2023
Q4 		$24.5M Buy
372,000
+20,000
+6% +$1.31M 2.57% 8
2023
Q3 		$22.7M Buy
352,000
+2,000
+0.6% +$124K 2.44% 8
2023
Q2 		$21.1M Sell
350,000
-77,600
-18% -$4.66M 2.08% 12
2023
Q1 		$24.6M Sell
427,600
-26,000
-6% -$1.53M 2.43% 8
2022
Q4 		$25.8M Buy
453,600
+15,100
+3% +$832K 2.62% 4
2022
Q3 		$21.8M Buy
438,500
+76,400
+21% +$3.94M 2.4% 6
2022
Q2 		$18.9M Buy
362,100
+27,100
+8% +$1.52M 1.81% 12
2022
Q1 		$18.4M Buy
+335,000
New +$17.8M 1.62% 13

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 $5.7T AUM 30.48% 1-Year Est. Return