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SAL Trading’s Shell SHEL Stock Holding History

SAL Trading’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
Q2 		– Sell
-39,700
Closed -$2.28M – 48
2023
Q1 		$2.28M Sell
39,700
-69,200
-64% -$4.07M 1.19% 19
2022
Q4 		$6.2M Buy
108,900
+32,800
+43% +$1.81M 3.61% 9
2022
Q3 		$3.79M Buy
76,100
+2,200
+3% +$113K 1.6% 15
2022
Q2 		$3.86M Sell
73,900
-248,800
-77% -$14M 1.63% 17
2022
Q1 		$17.7M Buy
+322,700
New +$17.1M 4.12% 7

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

SAL Trading's SHEL Position: Q1 2024 in Review

SAL Trading sold out of Shell (SHEL) in Q1 2024, closing a stake of 20,122 shares — an estimated $1.32M sold.

SAL Trading first reported a position in SHEL in Q2 2022 and held it in 4 quarters. The position peaked at $5.06M in Q2 2022. 1,344 funds tracked by Wall St. Rank hold SHEL as of Q1 2024.

  • SAL Trading reported no remaining Shell position as of Q1 2024 after selling out during the quarter.
  • SAL Trading sold 20,122 Shell shares in Q1 2024, an estimated $1.32M.
  • SAL Trading first reported a position in Shell in Q2 2022 and held it in 4 quarters.
  • SAL Trading's Shell position peaked at $5.06M in Q2 2022.
  • 1,344 funds tracked by Wall St. Rank held Shell as of Q1 2024.

Based on SAL Trading's 13F filing for Q1 2024, filed 7 May 2024.