Pictet Asset Management (Switzerland)’s Shell SHEL Stock Holding History

Pictet Asset Management (Switzerland)’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 Q2	–	Sell	-100,262	Closed	-$5.77M	–	2012
2023 Q1	$5.77M	Sell	100,262 -172,370	-63%	-$10.1M	0.01%	754
2022 Q4	$15.5M	Sell	272,632 -395,862	-59%	-$21.8M	0.02%	506
2022 Q3	$33.3M	Buy	668,494 +508,257	+317%	+$26.2M	0.05%	339
2022 Q2	$8.38M	Buy	+160,237	New	+$9M	0.01%	653

Other funds holding SHEL

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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

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

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

BlackRock New York $6.73T AUM 46.02% 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

Pictet Asset Management (Switzerland)'s SHEL Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) sold out of Shell (SHEL) in Q2 2023, closing a stake of 100,262 shares — an estimated $5.77M sold.

Pictet Asset Management (Switzerland) first reported a position in SHEL in Q2 2022 and held it in 4 quarters. The position peaked at $33.3M in Q3 2022. 1,204 funds tracked by Wall St. Rank hold SHEL as of Q2 2023.

Pictet Asset Management (Switzerland) reported no remaining Shell position as of Q2 2023 after selling out during the quarter.
Pictet Asset Management (Switzerland) sold 100,262 Shell shares in Q2 2023, an estimated $5.77M.
Pictet Asset Management (Switzerland) first reported a position in Shell in Q2 2022 and held it in 4 quarters.
Pictet Asset Management (Switzerland)'s Shell position peaked at $33.3M in Q3 2022.
1,204 funds tracked by Wall St. Rank held Shell as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.