Sageworth Trust Company of South Dakota’s Shell SHEL Stock Holding History

Sageworth Trust Company of South Dakota’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
2023 Q1	–	Sell	-155	Closed	-$9K	–	252
2022 Q4	$9K	Hold	155	–	–	0.02%	117
2022 Q3	$8K	Sell	155 -125	-45%	-$6.44K	0.02%	113
2022 Q2	$15K	Buy	280 +155	+124%	+$8.71K	0.03%	110
2022 Q1	$7K	Buy	+125	New	+$6.64K	0.01%	254

Other funds holding SHEL

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sageworth Trust Company of South Dakota's SHEL Position: Q1 2023 in Review

Sageworth Trust Company of South Dakota sold out of Shell (SHEL) in Q1 2023, closing a stake of 155 shares — an estimated $9K sold.

Sageworth Trust Company of South Dakota first reported a position in SHEL in Q1 2022 and held it in 4 quarters. The position peaked at $15K in Q2 2022. 1,190 funds tracked by Wall St. Rank hold SHEL as of Q1 2023.

Sageworth Trust Company of South Dakota reported no remaining Shell position as of Q1 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 155 Shell shares in Q1 2023, an estimated $9K.
Sageworth Trust Company of South Dakota first reported a position in Shell in Q1 2022 and held it in 4 quarters.
Sageworth Trust Company of South Dakota's Shell position peaked at $15K in Q2 2022.
1,190 funds tracked by Wall St. Rank held Shell as of Q1 2023.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q1 2023, filed 9 May 2023.