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Security National Bank of Sioux City Iowa’s Shell SHEL Stock Holding History

Security National Bank of Sioux City Iowa’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
Q4 		– Sell
-11,450
Closed -$755K – 105
2024
Q3 		$755K Buy
+11,450
New +$811K 0.46% 63

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 $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Security National Bank of Sioux City Iowa's SHEL Position: Q4 2024 in Review

Security National Bank of Sioux City Iowa sold out of Shell (SHEL) in Q4 2024, closing a stake of 11,450 shares — an estimated $755K sold.

Security National Bank of Sioux City Iowa first reported a position in SHEL in Q3 2024 and held it in 1 quarter. The position peaked at $755K in Q3 2024. 1,382 funds tracked by Wall St. Rank hold SHEL as of Q4 2024.

  • Security National Bank of Sioux City Iowa reported no remaining Shell position as of Q4 2024 after selling out during the quarter.
  • Security National Bank of Sioux City Iowa sold 11,450 Shell shares in Q4 2024, an estimated $755K.
  • Security National Bank of Sioux City Iowa first reported a position in Shell in Q3 2024 and held it in 1 quarter.
  • Security National Bank of Sioux City Iowa's Shell position peaked at $755K in Q3 2024.
  • 1,382 funds tracked by Wall St. Rank held Shell as of Q4 2024.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q4 2024, filed 14 Feb 2025.