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Sugarloaf Wealth Management’s Shell SHEL Stock Holding History

Sugarloaf Wealth Management’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 		$108K Buy
1,731
+3
+0.2% +$197 0.02% 226
2024
Q3 		$114K Buy
1,728
+2
+0.1% +$142 0.02% 228
2024
Q2 		$125K Buy
1,726
+1,402
+433% +$100K 0.03% 213
2024
Q1 		$21.7K Buy
324
+2
+0.6% +$128 ﹤0.01% 393
2023
Q4 		$21.2K Sell
322
-1,397
-81% -$91.7K 0.01% 390
2023
Q3 		$111K Buy
1,719
+2
+0.1% +$124 0.03% 197
2023
Q2 		$104K Buy
1,717
+2
+0.1% +$120 0.02% 203
2023
Q1 		$98.7K Buy
1,715
+2
+0.1% +$118 0.02% 200
2022
Q4 		$97.6K Sell
1,713
-99
-5% -$5.46K 0.02% 195
2022
Q3 		$91K Buy
1,812
+102
+6% +$5.26K 0.02% 205
2022
Q2 		$89K Buy
+1,710
New +$96.1K 0.02% 207

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

Sugarloaf Wealth Management's SHEL Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Shell (SHEL) stake by 0.17% in Q4 2024, buying an estimated $197 and bringing the position to 1,731 shares worth $108K. The position accounts for 0.02% of the portfolio, ranked #226.

Sugarloaf Wealth Management first reported a position in SHEL in Q2 2022 and has held it in 11 quarters since. The position peaked at $125K in Q2 2024. 1,380 funds tracked by Wall St. Rank hold SHEL as of Q4 2024.

  • Sugarloaf Wealth Management held 1,731 shares of Shell worth $108K as of Q4 2024.
  • Sugarloaf Wealth Management bought 3 Shell shares in Q4 2024, an estimated $197.
  • Shell made up 0.02% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #226 holding.
  • Sugarloaf Wealth Management first reported a position in Shell in Q2 2022 and has held it in 11 quarters since.
  • Sugarloaf Wealth Management's Shell position peaked at $125K in Q2 2024.
  • 1,380 funds tracked by Wall St. Rank held Shell as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.