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Tilia Fiduciary Partners’s Shell SHEL Stock Holding History

Tilia Fiduciary Partners’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 		– Sell
-15
Closed -$906 – 417
2023
Q2 		$906 Hold
15
– – ﹤0.01% 502
2023
Q1 		$863 Buy
+15
New +$882 ﹤0.01% 487

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 $336B AUM 34.66% 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

Tilia Fiduciary Partners's SHEL Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Shell (SHEL) in Q3 2023, closing a stake of 15 shares — an estimated $906 sold.

Tilia Fiduciary Partners first reported a position in SHEL in Q1 2023 and held it in 2 quarters. The position peaked at $906 in Q2 2023. 1,263 funds tracked by Wall St. Rank hold SHEL as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Shell position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 15 Shell shares in Q3 2023, an estimated $906.
  • Tilia Fiduciary Partners first reported a position in Shell in Q1 2023 and held it in 2 quarters.
  • Tilia Fiduciary Partners's Shell position peaked at $906 in Q2 2023.
  • 1,263 funds tracked by Wall St. Rank held Shell as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.