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Steward Partners Investment Solutions’s Shell SHEL Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$381K Sell
5,681
-362
-6% -$23.2K 0.06% 183
2023
Q4 		$398K Buy
+6,043
New +$397K 0.17% 103

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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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 Partners Investment Solutions's SHEL Position: Q1 2024 in Review

Steward Partners Investment Solutions reduced its Shell (SHEL) stake by 6% in Q1 2024, selling an estimated $23.2K and leaving 5,681 shares worth $381K. The position accounts for 0.06% of the portfolio, ranked #183.

Steward Partners Investment Solutions first reported a position in SHEL in Q4 2023 and has held it in 2 quarters since. The position peaked at $398K in Q4 2023. 1,343 funds tracked by Wall St. Rank hold SHEL as of Q1 2024.

  • Steward Partners Investment Solutions held 5,681 shares of Shell worth $381K as of Q1 2024.
  • Steward Partners Investment Solutions sold 362 Shell shares in Q1 2024, an estimated $23.2K.
  • Shell made up 0.06% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #183 holding.
  • Steward Partners Investment Solutions first reported a position in Shell in Q4 2023 and has held it in 2 quarters since.
  • Steward Partners Investment Solutions's Shell position peaked at $398K in Q4 2023.
  • 1,343 funds tracked by Wall St. Rank held Shell as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.