Sandy Spring Bank’s Shell SHEL Stock Holding History

Sandy Spring Bank’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	$7.88M	Sell	107,501 -9,891	-8%	-$666K	0.33%	67
2024 Q4	$7.35M	Buy	117,392 +715	+0.6%	+$46.9K	0.3%	71
2024 Q3	$7.69M	Buy	116,677 +4,217	+4%	+$299K	0.32%	73
2024 Q2	$8.12M	Buy	112,460 +306	+0.3%	+$21.9K	0.36%	68
2024 Q1	$7.52M	Buy	112,154 +4,015	+4%	+$257K	0.34%	67
2023 Q4	$7.12M	Buy	108,139 +1,392	+1%	+$91.3K	0.35%	68
2023 Q3	$6.87M	Buy	106,747 +3,015	+3%	+$188K	0.38%	63
2023 Q2	$6.26M	Buy	103,732 +1,601	+2%	+$96.1K	0.33%	70
2023 Q1	$5.88M	Buy	102,131 +3,869	+4%	+$228K	0.33%	73
2022 Q4	$5.6M	Sell	98,262 -2,418	-2%	-$133K	0.33%	73
2022 Q3	$5.01M	Buy	100,680 +61,373	+156%	+$3.16M	0.32%	79
2022 Q2	$2.06M	Buy	39,307 +14,957	+61%	+$840K	0.12%	149
2022 Q1	$1.34M	Buy	+24,350	New	+$1.29M	0.07%	189

Other funds holding SHEL

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sandy Spring Bank's SHEL Position: Q1 2025 in Review

Sandy Spring Bank reduced its Shell (SHEL) stake by 8.4% in Q1 2025, selling an estimated $666K and leaving 107,501 shares worth $7.88M. The position accounts for 0.33% of the portfolio, ranked #67.

Sandy Spring Bank first reported a position in SHEL in Q1 2022 and has held it in 13 quarters since. The position peaked at $8.12M in Q2 2024. 1,414 funds tracked by Wall St. Rank hold SHEL as of Q1 2025.

Sandy Spring Bank held 107,501 shares of Shell worth $7.88M as of Q1 2025.
Sandy Spring Bank sold 9,891 Shell shares in Q1 2025, an estimated $666K.
Shell made up 0.33% of Sandy Spring Bank's portfolio in Q1 2025, its #67 holding.
Sandy Spring Bank first reported a position in Shell in Q1 2022 and has held it in 13 quarters since.
Sandy Spring Bank's Shell position peaked at $8.12M in Q2 2024.
1,414 funds tracked by Wall St. Rank held Shell as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.