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Tortoise Investment Management’s SHF Holdings SHFS Stock Holding History

Tortoise Investment Management’s Portfolio SHFS Stock Details SHFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,281
Closed -$14.2K – 895
2024
Q3 		$14.2K Hold
1,281
– – ﹤0.01% 598
2024
Q2 		$13.7K Buy
1,281
+937
+272% +$13.6K ﹤0.01% 593
2024
Q1 		$6.63K Buy
+344
New +$7.17K ﹤0.01% 662

Other funds holding SHFS

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Tortoise Investment Management's SHFS Position: Q4 2024 in Review

Tortoise Investment Management sold out of SHF Holdings (SHFS) in Q4 2024, closing a stake of 1,281 shares — an estimated $14.2K sold.

Tortoise Investment Management first reported a position in SHFS in Q1 2024 and held it in 3 quarters. The position peaked at $14.2K in Q3 2024. 25 funds tracked by Wall St. Rank hold SHFS as of Q4 2024.

  • Tortoise Investment Management reported no remaining SHF Holdings position as of Q4 2024 after selling out during the quarter.
  • Tortoise Investment Management sold 1,281 SHF Holdings shares in Q4 2024, an estimated $14.2K.
  • Tortoise Investment Management first reported a position in SHF Holdings in Q1 2024 and held it in 3 quarters.
  • Tortoise Investment Management's SHF Holdings position peaked at $14.2K in Q3 2024.
  • 25 funds tracked by Wall St. Rank held SHF Holdings as of Q4 2024.

Based on Tortoise Investment Management's 13F filing for Q4 2024, filed 7 Feb 2025.