Prudential Financial
SHEL icon

Prudential Financial’s Shell SHEL Stock Holding History

Prudential Financial’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
-18,232
Closed -$1.2M – 2639
2024
Q3 		$1.2M Sell
18,232
-7,998
-30% -$566K ﹤0.01% 1782
2024
Q2 		$1.89M Buy
26,230
+5,264
+25% +$376K ﹤0.01% 1468
2024
Q1 		$1.41M Sell
20,966
-9,183
-30% -$588K ﹤0.01% 1651
2023
Q4 		$1.98M Buy
30,149
+1,151
+4% +$75.5K ﹤0.01% 1446
2023
Q3 		$1.87M Buy
28,998
+9,615
+50% +$598K ﹤0.01% 1416
2023
Q2 		$1.17M Sell
19,383
-2,666
-12% -$160K ﹤0.01% 1733
2023
Q1 		$1.27M Buy
22,049
+1,173
+6% +$69K ﹤0.01% 1610
2022
Q4 		$1.19M Sell
20,876
-3,627
-15% -$200K ﹤0.01% 1612
2022
Q3 		$1.23M Buy
24,503
+6,713
+38% +$346K ﹤0.01% 1642
2022
Q2 		$936K Buy
17,790
+2,452
+16% +$138K ﹤0.01% 1819
2022
Q1 		$843K Buy
+15,338
New +$814K ﹤0.01% 1958

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