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Sutton Place Investors’s Shell SHEL Stock Holding History

Sutton Place Investors’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
Q2 		– Sell
-4,262
Closed -$286K – 151
2024
Q1 		$286K Sell
4,262
-40
-0.9% -$2.56K 0.14% 125
2023
Q4 		$283K Buy
+4,302
New +$282K 0.2% 105

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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

Sutton Place Investors's SHEL Position: Q2 2024 in Review

Sutton Place Investors sold out of Shell (SHEL) in Q2 2024, closing a stake of 4,262 shares — an estimated $286K sold.

Sutton Place Investors first reported a position in SHEL in Q4 2023 and held it in 2 quarters. The position peaked at $286K in Q1 2024. 1,383 funds tracked by Wall St. Rank hold SHEL as of Q2 2024.

  • Sutton Place Investors reported no remaining Shell position as of Q2 2024 after selling out during the quarter.
  • Sutton Place Investors sold 4,262 Shell shares in Q2 2024, an estimated $286K.
  • Sutton Place Investors first reported a position in Shell in Q4 2023 and held it in 2 quarters.
  • Sutton Place Investors's Shell position peaked at $286K in Q1 2024.
  • 1,383 funds tracked by Wall St. Rank held Shell as of Q2 2024.

Based on Sutton Place Investors's 13F filing for Q2 2024, filed 18 Jul 2024.