Schroder Investment Management Group
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Schroder Investment Management Group’s Shell SHEL Stock Holding History

Schroder Investment Management 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 		– Sell
-3,204
Closed -$211K – 1239
2023
Q4 		$211K Sell
3,204
-1,205
-27% -$79.1K ﹤0.01% 1149
2023
Q3 		$284K Sell
4,409
-128
-3% -$7.97K ﹤0.01% 1144
2023
Q2 		$274K Buy
4,537
+64
+1% +$3.84K ﹤0.01% 1172
2023
Q1 		$257K Hold
4,473
– – ﹤0.01% 1195
2022
Q4 		$255K Buy
4,473
+8
+0.2% +$441 ﹤0.01% 1228
2022
Q3 		$223K Buy
4,465
+19
+0.4% +$979 ﹤0.01% 1229
2022
Q2 		$234K Buy
+4,446
New +$250K ﹤0.01% 1255

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

Schroder Investment Management Group's SHEL Position: Q1 2024 in Review

Schroder Investment Management Group sold out of Shell (SHEL) in Q1 2024, closing a stake of 3,204 shares — an estimated $211K sold.

Schroder Investment Management Group first reported a position in SHEL in Q2 2022 and held it in 7 quarters. The position peaked at $284K in Q3 2023. 1,343 funds tracked by Wall St. Rank hold SHEL as of Q1 2024.

  • Schroder Investment Management Group reported no remaining Shell position as of Q1 2024 after selling out during the quarter.
  • Schroder Investment Management Group sold 3,204 Shell shares in Q1 2024, an estimated $211K.
  • Schroder Investment Management Group first reported a position in Shell in Q2 2022 and held it in 7 quarters.
  • Schroder Investment Management Group's Shell position peaked at $284K in Q3 2023.
  • 1,343 funds tracked by Wall St. Rank held Shell as of Q1 2024.

Based on Schroder Investment Management Group's 13F filing for Q1 2024, filed 14 May 2024.