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Steward Financial Group’s Shell SHEL Stock Holding History

Steward Financial Group’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
2023
Q3 		$3K Buy
+62
New +$3.86K ﹤0.01% 879
2022
Q3 		– Sell
-5
Closed – – 1108
2022
Q2 		$0 Buy
+5
New +$281 ﹤0.01% 1325

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Steward Financial Group's SHEL Position: Q3 2023 in Review

Steward Financial Group opened a new position in Shell (SHEL) in Q3 2023: 62 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #879 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in SHEL as recently as Q2 2022.

Steward Financial Group first reported a position in SHEL in Q2 2022 and has held it in 2 quarters since. 1,262 funds tracked by Wall St. Rank hold SHEL as of Q3 2023.

  • Steward Financial Group held 62 shares of Shell worth $3K as of Q3 2023.
  • Shell was a new Steward Financial Group position in Q3 2023.
  • Shell made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #879 holding.
  • Steward Financial Group first reported a position in Shell in Q2 2022 and has held it in 2 quarters since.
  • 1,262 funds tracked by Wall St. Rank held Shell as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.