SevenBridge Financial Group’s Shell SHEL Stock Holding History

SevenBridge Financial 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
2026 Q1	$202K	Buy	+2,258	New	+$182K	0.03%	194
2025 Q1	–	Sell	-3,929	Closed	-$265K	–	226
2024 Q4	$265K	Hold	3,929	–	–	0.05%	191
2024 Q3	$263K	Sell	3,929 -43	-1%	-$3.04K	0.05%	193
2024 Q2	$277K	Sell	3,972 -220	-5%	-$15.7K	0.06%	178
2024 Q1	$303K	Sell	4,192 -892	-18%	-$57.2K	0.07%	171
2023 Q4	$335K	Sell	5,084 -50	-1%	-$3.28K	0.08%	154
2023 Q3	$331K	Buy	5,134 +88	+2%	+$5.48K	0.09%	146
2023 Q2	$305K	Sell	5,046 -255	-5%	-$15.3K	0.08%	150
2023 Q1	$305K	Hold	5,301	–	–	0.08%	149
2022 Q4	$302K	Hold	5,301	–	–	0.09%	155
2022 Q3	$264K	Hold	5,301	–	–	0.09%	147
2022 Q2	$277K	Sell	5,301 -200	-4%	-$11.2K	0.11%	118
2022 Q1	$302K	Buy	+5,501	New	+$292K	0.11%	131

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

T. Rowe Price Associates

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

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group

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