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Veritable’s Shell SHEL Stock Holding History

Veritable’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
-31,974
Closed -$1.93M – 665
2023
Q2 		$1.93M Sell
31,974
-1,019
-3% -$61.2K 0.03% 250
2023
Q1 		$1.9M Sell
32,993
-424
-1% -$24.9K 0.03% 245
2022
Q4 		$1.9M Buy
33,417
+951
+3% +$52.4K 0.03% 240
2022
Q3 		$1.62M Sell
32,466
-1,598
-5% -$82.3K 0.03% 255
2022
Q2 		$1.78M Buy
34,064
+2,224
+7% +$125K 0.03% 262
2022
Q1 		$1.75M Buy
+31,840
New +$1.69M 0.03% 282

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $32.7B AUM 17.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Veritable's SHEL Position: Q3 2023 in Review

Veritable sold out of Shell (SHEL) in Q3 2023, closing a stake of 31,974 shares — an estimated $1.93M sold.

Veritable first reported a position in SHEL in Q1 2022 and held it in 6 quarters. The position peaked at $1.93M in Q2 2023. 1,263 funds tracked by Wall St. Rank hold SHEL as of Q3 2023.

  • Veritable reported no remaining Shell position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 31,974 Shell shares in Q3 2023, an estimated $1.93M.
  • Veritable first reported a position in Shell in Q1 2022 and held it in 6 quarters.
  • Veritable's Shell position peaked at $1.93M in Q2 2023.
  • 1,263 funds tracked by Wall St. Rank held Shell as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.