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SpiderRock Advisors’s Shell SHEL Stock Holding History

SpiderRock Advisors’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 		$1.45M Buy
22,000
+13,000
+144% +$921K 0.02% 388
2024
Q2 		$650K Hold
9,000
– – 0.01% 499
2024
Q1 		$595K Buy
+9,000
New +$577K 0.01% 489
2023
Q4 		– Hold
0
– – – 128

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
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SpiderRock Advisors's SHEL Position: Q3 2024 in Review

SpiderRock Advisors increased its Shell (SHEL) stake by 68% in Q3 2024, buying an estimated $930K and bringing the position to 32,494 shares worth $2.14M. The position accounts for 0.03% of the portfolio, ranked #313.

SpiderRock Advisors first reported a position in SHEL in Q1 2024 and has held it in 3 quarters since. 1,352 funds tracked by Wall St. Rank hold SHEL as of Q3 2024.

  • SpiderRock Advisors held 32,494 shares of Shell worth $2.14M as of Q3 2024.
  • SpiderRock Advisors bought 13,127 Shell shares in Q3 2024, an estimated $930K.
  • Shell made up 0.03% of SpiderRock Advisors's portfolio in Q3 2024, its #313 holding.
  • SpiderRock Advisors first reported a position in Shell in Q1 2024 and has held it in 3 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Shell as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.