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Sterling Investment Advisors (Pennsylvania)’s Shell SHEL Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022
Q3 		– Sell
-200
Closed -$10K – 437
2022
Q2 		$10K Hold
200
– – ﹤0.01% 401
2022
Q1 		$11K Buy
+200
New +$10.6K ﹤0.01% 424

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 $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s SHEL Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Shell (SHEL) in Q3 2022, closing a stake of 200 shares — an estimated $10K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in SHEL in Q1 2022 and held it in 2 quarters. The position peaked at $11K in Q1 2022. 1,099 funds tracked by Wall St. Rank hold SHEL as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Shell position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 200 Shell shares in Q3 2022, an estimated $10K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Shell in Q1 2022 and held it in 2 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Shell position peaked at $11K in Q1 2022.
  • 1,099 funds tracked by Wall St. Rank held Shell as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.