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Private Capital Group’s Shell SHEL Stock Holding History

Private Capital Group’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
Q2 		$152K Sell
2,906
-103
-3% -$5.79K 0.11% 177
2022
Q1 		$165K Buy
+3,009
New +$160K 0.04% 259

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Private Capital Group's SHEL Position: Q2 2022 in Review

Private Capital Group reduced its Shell (SHEL) stake by 3.4% in Q2 2022, selling an estimated $5.79K and leaving 2,906 shares worth $152K. The position accounts for 0.11% of the portfolio, ranked #177.

Private Capital Group first reported a position in SHEL in Q1 2022 and has held it in 2 quarters since. The position peaked at $165K in Q1 2022. 1,125 funds tracked by Wall St. Rank hold SHEL as of Q2 2022.

  • Private Capital Group held 2,906 shares of Shell worth $152K as of Q2 2022.
  • Private Capital Group sold 103 Shell shares in Q2 2022, an estimated $5.79K.
  • Shell made up 0.11% of Private Capital Group's portfolio in Q2 2022, its #177 holding.
  • Private Capital Group first reported a position in Shell in Q1 2022 and has held it in 2 quarters since.
  • Private Capital Group's Shell position peaked at $165K in Q1 2022.
  • 1,125 funds tracked by Wall St. Rank held Shell as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.