Slocum, Gordon & Co’s Shell SHEL Stock Holding History

Slocum, Gordon & Co’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 Q3	–	Sell	-30	Closed	-$2.17K	–	149
2024 Q2	$2.17K	Buy	+30	New	+$2.14K	﹤0.01%	135

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Slocum, Gordon & Co's SHEL Position: Q3 2024 in Review

Slocum, Gordon & Co sold out of Shell (SHEL) in Q3 2024, closing a stake of 30 shares — an estimated $2.17K sold.

Slocum, Gordon & Co first reported a position in SHEL in Q2 2024 and held it in 1 quarter. The position peaked at $2.17K in Q2 2024. 1,352 funds tracked by Wall St. Rank hold SHEL as of Q3 2024.

Slocum, Gordon & Co reported no remaining Shell position as of Q3 2024 after selling out during the quarter.
Slocum, Gordon & Co sold 30 Shell shares in Q3 2024, an estimated $2.17K.
Slocum, Gordon & Co first reported a position in Shell in Q2 2024 and held it in 1 quarter.
Slocum, Gordon & Co's Shell position peaked at $2.17K in Q2 2024.
1,352 funds tracked by Wall St. Rank held Shell as of Q3 2024.

Based on Slocum, Gordon & Co's 13F filing for Q3 2024, filed 4 Nov 2024.