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Prelude Capital Management’s Shell SHEL Stock Holding History

Prelude Capital 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
Q1 		– Sell
-5,393
Closed -$355K – 1505
2023
Q4 		$355K Buy
+5,393
New +$354K 0.02% 672
2022
Q2 		– Sell
-7,747
Closed -$426K – 2033
2022
Q1 		$426K Buy
+7,747
New +$411K 0.01% 928

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Prelude Capital Management's SHEL Position: Q1 2024 in Review

Prelude Capital Management sold out of Shell (SHEL) in Q1 2024, closing a stake of 5,393 shares — an estimated $355K sold.

Prelude Capital Management first reported a position in SHEL in Q1 2022 and held it in 2 quarters. The position peaked at $426K in Q1 2022. 1,343 funds tracked by Wall St. Rank hold SHEL as of Q1 2024.

  • Prelude Capital Management reported no remaining Shell position as of Q1 2024 after selling out during the quarter.
  • Prelude Capital Management sold 5,393 Shell shares in Q1 2024, an estimated $355K.
  • Prelude Capital Management first reported a position in Shell in Q1 2022 and held it in 2 quarters.
  • Prelude Capital Management's Shell position peaked at $426K in Q1 2022.
  • 1,343 funds tracked by Wall St. Rank held Shell as of Q1 2024.

Based on Prelude Capital Management's 13F filing for Q1 2024, filed 15 May 2024.