United Fire Group’s Shell SHEL Stock Holding History

United Fire Group’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 Q2	–	Sell	-46,000	Closed	-$2.65M	–	41
2023 Q1	$2.65M	Hold	46,000	–	–	1.66%	32
2022 Q4	$2.62M	Hold	46,000	–	–	1.55%	32
2022 Q3	$2.29M	Hold	46,000	–	–	1.53%	33
2022 Q2	$2.4M	Hold	46,000	–	–	1.47%	33
2022 Q1	$2.53M	Buy	+46,000	New	+$2.44M	1.3%	39

Other funds holding SHEL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

United Fire Group's SHEL Position: Q2 2023 in Review

United Fire Group sold out of Shell (SHEL) in Q2 2023, closing a stake of 46,000 shares — an estimated $2.65M sold.

United Fire Group first reported a position in SHEL in Q1 2022 and held it in 5 quarters. The position peaked at $2.65M in Q1 2023. 1,203 funds tracked by Wall St. Rank hold SHEL as of Q2 2023.

United Fire Group reported no remaining Shell position as of Q2 2023 after selling out during the quarter.
United Fire Group sold 46,000 Shell shares in Q2 2023, an estimated $2.65M.
United Fire Group first reported a position in Shell in Q1 2022 and held it in 5 quarters.
United Fire Group's Shell position peaked at $2.65M in Q1 2023.
1,203 funds tracked by Wall St. Rank held Shell as of Q2 2023.

Based on United Fire Group's 13F filing for Q2 2023, filed 8 Aug 2023.