Verdad Advisers’s Shell SHEL Stock Holding History

Verdad Advisers’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
2022 Q4	–	Sell	-20,000	Closed	-$995K	–	32
2022 Q3	$995K	Sell	20,000 -10,000	-33%	-$515K	1.45%	20
2022 Q2	$1.57M	Buy	+30,000	New	+$1.69M	1.48%	16

Other funds holding SHEL

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

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

Norges Bank Oslo, Norway $935B AUM

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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

Verdad Advisers's SHEL Position: Q4 2022 in Review

Verdad Advisers sold out of Shell (SHEL) in Q4 2022, closing a stake of 20,000 shares — an estimated $995K sold.

Verdad Advisers first reported a position in SHEL in Q2 2022 and held it in 2 quarters. The position peaked at $1.57M in Q2 2022. 1,181 funds tracked by Wall St. Rank hold SHEL as of Q4 2022.

Verdad Advisers reported no remaining Shell position as of Q4 2022 after selling out during the quarter.
Verdad Advisers sold 20,000 Shell shares in Q4 2022, an estimated $995K.
Verdad Advisers first reported a position in Shell in Q2 2022 and held it in 2 quarters.
Verdad Advisers's Shell position peaked at $1.57M in Q2 2022.
1,181 funds tracked by Wall St. Rank held Shell as of Q4 2022.

Based on Verdad Advisers's 13F filing for Q4 2022, filed 13 Feb 2023.