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Stonebridge Capital Advisors’s Shell SHEL Stock Holding History

Stonebridge Capital 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
Q4 		– Sell
-3,129
Closed -$206K – 229
2024
Q3 		$206K Buy
3,129
+214
+7% +$15.2K 0.02% 214
2024
Q2 		$210K Sell
2,915
-233
-7% -$16.7K 0.02% 202
2024
Q1 		$211K Buy
+3,148
New +$202K 0.02% 213
2023
Q4 		– Sell
-2,691
Closed -$173K – 737
2023
Q3 		$173K Hold
2,691
– – 0.02% 216
2023
Q2 		$162K Buy
2,691
+54
+2% +$3.24K 0.02% 221
2023
Q1 		$152K Sell
2,637
-743
-22% -$43.7K 0.02% 225
2022
Q4 		$192K Hold
3,380
– – 0.02% 207
2022
Q3 		$168K Buy
3,380
+46
+1% +$2.37K 0.02% 209
2022
Q2 		$174K Sell
3,334
-97
-3% -$5.45K 0.02% 212
2022
Q1 		$188K Buy
+3,431
New +$182K 0.02% 219

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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