Simplex Trading’s Shell SHEL Stock Holding History

Simplex 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
2024 Q4	–	Sell	-82,055	Closed	-$5.38M	–	9522
2024 Q3	$5.41M	Buy	82,055 +71,912	+709%	+$5.09M	﹤0.01%	1434
2024 Q2	$732K	Buy	+10,143	New	+$725K	﹤0.01%	3247

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

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

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

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

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

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

Simplex Trading's SHEL Position: Q4 2024 in Review

Simplex Trading sold out of Shell (SHEL) in Q4 2024, closing a stake of 82,055 shares — an estimated $5.38M sold.

Simplex Trading first reported a position in SHEL in Q2 2024 and held it in 2 quarters. The position peaked at $5.41M in Q3 2024. 1,381 funds tracked by Wall St. Rank hold SHEL as of Q4 2024.

Simplex Trading reported no remaining Shell position as of Q4 2024 after selling out during the quarter.
Simplex Trading sold 82,055 Shell shares in Q4 2024, an estimated $5.38M.
Simplex Trading first reported a position in Shell in Q2 2024 and held it in 2 quarters.
Simplex Trading's Shell position peaked at $5.41M in Q3 2024.
1,381 funds tracked by Wall St. Rank held Shell as of Q4 2024.

Based on Simplex Trading's 13F filing for Q4 2024, filed 11 Feb 2025.