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Redwood Investments’s Shell SHEL Stock Holding History

Redwood Investments’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
2025
Q1 		– Sell
-2,315
Closed -$145K – 116
2024
Q4 		$145K Buy
+2,315
New +$152K 0.04% 109
2024
Q3 		– Sell
-3,096
Closed -$223K – 124
2024
Q2 		$223K Hold
3,096
– – 0.08% 110
2024
Q1 		$208K Buy
3,096
+55
+2% +$3.52K 0.06% 119
2023
Q4 		$200K Buy
+3,041
New +$200K 0.05% 114

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 $336B AUM 34.66% 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
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Redwood Investments's SHEL Position: Q1 2025 in Review

Redwood Investments sold out of Shell (SHEL) in Q1 2025, closing a stake of 2,315 shares — an estimated $145K sold.

Redwood Investments first reported a position in SHEL in Q4 2023 and held it in 4 quarters. The position peaked at $223K in Q2 2024. 1,414 funds tracked by Wall St. Rank hold SHEL as of Q1 2025.

  • Redwood Investments reported no remaining Shell position as of Q1 2025 after selling out during the quarter.
  • Redwood Investments sold 2,315 Shell shares in Q1 2025, an estimated $145K.
  • Redwood Investments first reported a position in Shell in Q4 2023 and held it in 4 quarters.
  • Redwood Investments's Shell position peaked at $223K in Q2 2024.
  • 1,414 funds tracked by Wall St. Rank held Shell as of Q1 2025.

Based on Redwood Investments's 13F filing for Q1 2025, filed 16 May 2025.