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Spirit of America Management Corp’s Shell SHEL Stock Holding History

Spirit of America Management Corp’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
2025
Q1 		– Sell
-3,000
Closed -$188K – 318
2024
Q4 		$188K Hold
3,000
– – 0.04% 238
2024
Q3 		$198K Buy
3,000
+1,000
+50% +$70.8K 0.04% 232
2024
Q2 		$144K Hold
2,000
– – 0.03% 258
2024
Q1 		$134K Hold
2,000
– – 0.03% 242
2023
Q4 		$132K Buy
+2,000
New +$131K 0.03% 233

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Spirit of America Management Corp's SHEL Position: Q1 2025 in Review

Spirit of America Management Corp sold out of Shell (SHEL) in Q1 2025, closing a stake of 3,000 shares — an estimated $188K sold.

Spirit of America Management Corp first reported a position in SHEL in Q4 2023 and held it in 5 quarters. The position peaked at $198K in Q3 2024. 1,415 funds tracked by Wall St. Rank hold SHEL as of Q1 2025.

  • Spirit of America Management Corp reported no remaining Shell position as of Q1 2025 after selling out during the quarter.
  • Spirit of America Management Corp sold 3,000 Shell shares in Q1 2025, an estimated $188K.
  • Spirit of America Management Corp first reported a position in Shell in Q4 2023 and held it in 5 quarters.
  • Spirit of America Management Corp's Shell position peaked at $198K in Q3 2024.
  • 1,415 funds tracked by Wall St. Rank held Shell as of Q1 2025.

Based on Spirit of America Management Corp's 13F filing for Q1 2025, filed 21 Apr 2025.