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Retirement Group’s Shell SHEL Stock Holding History

Retirement 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
2024
Q1 		$9.79K Hold
146
– – ﹤0.01% 477
2023
Q4 		$9.61K Hold
146
– – ﹤0.01% 455
2023
Q3 		$9.4K Sell
146
-10
-6% -$622 ﹤0.01% 419
2023
Q2 		$9.42K Hold
156
– – ﹤0.01% 419
2023
Q1 		$9K Buy
+156
New +$9.18K ﹤0.01% 406
2022
Q3 		– Sell
-19
Closed -$1K – 748
2022
Q2 		$1K Sell
19
-178
-90% -$10K ﹤0.01% 705
2022
Q1 		$11K Buy
+197
New +$10.5K ﹤0.01% 449

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

Retirement Group's SHEL Position: Q1 2024 in Review

Retirement Group held its Shell (SHEL) position steady in Q1 2024 at 146 shares worth $9.79K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Retirement Group first reported a position in SHEL in Q1 2022 and has held it in 7 quarters since. The position peaked at $11K in Q1 2022. 1,343 funds tracked by Wall St. Rank hold SHEL as of Q1 2024.

  • Retirement Group held 146 shares of Shell worth $9.79K as of Q1 2024.
  • Retirement Group left its Shell share count unchanged in Q1 2024.
  • Shell made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #477 holding.
  • Retirement Group first reported a position in Shell in Q1 2022 and has held it in 7 quarters since.
  • Retirement Group's Shell position peaked at $11K in Q1 2022.
  • 1,343 funds tracked by Wall St. Rank held Shell as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.