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Tiedemann Advisors’s Shell SHEL Stock Holding History

Tiedemann 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
2023
Q3 		$421K Buy
6,539
+921
+16% +$57.3K 0.02% 181
2023
Q2 		$339K Buy
5,618
+2,100
+60% +$126K 0.01% 198
2023
Q1 		$202K Sell
3,518
-800
-19% -$47.1K 0.01% 230
2022
Q4 		$246K Buy
+4,318
New +$238K 0.01% 212

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

Tiedemann Advisors's SHEL Position: Q3 2023 in Review

Tiedemann Advisors increased its Shell (SHEL) stake by 16% in Q3 2023, buying an estimated $57.3K and bringing the position to 6,539 shares worth $421K. The position accounts for 0.02% of the portfolio, ranked #181.

Tiedemann Advisors first reported a position in SHEL in Q4 2022 and has held it in 4 quarters since. 1,262 funds tracked by Wall St. Rank hold SHEL as of Q3 2023.

  • Tiedemann Advisors held 6,539 shares of Shell worth $421K as of Q3 2023.
  • Tiedemann Advisors bought 921 Shell shares in Q3 2023, an estimated $57.3K.
  • Shell made up 0.02% of Tiedemann Advisors's portfolio in Q3 2023, its #181 holding.
  • Tiedemann Advisors first reported a position in Shell in Q4 2022 and has held it in 4 quarters since.
  • 1,262 funds tracked by Wall St. Rank held Shell as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.