Regent Investment Management’s Shell SHEL Stock Holding History

Regent Investment 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
2022 Q4	$205K	Buy	+3,597	New	+$198K	0.05%	200

Other funds holding SHEL

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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

Regent Investment Management's SHEL Position: Q4 2022 in Review

Regent Investment Management opened a new position in Shell (SHEL) in Q4 2022: 3,597 shares worth $205K. The stake represents 0.05% of the portfolio and ranks #200 among its holdings.

1,181 funds tracked by Wall St. Rank hold SHEL as of Q4 2022.

Regent Investment Management held 3,597 shares of Shell worth $205K as of Q4 2022.
Shell was a new Regent Investment Management position in Q4 2022.
Shell made up 0.05% of Regent Investment Management's portfolio in Q4 2022, its #200 holding.
1,181 funds tracked by Wall St. Rank held Shell as of Q4 2022.

Based on Regent Investment Management's 13F filing for Q4 2022, filed 26 Jan 2023.