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Waverton Investment Management’s Shell SHEL Stock Holding History

Waverton Investment Management’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
2024
Q1 		– Sell
-12,248
Closed -$806K – 101
2023
Q4 		$806K Hold
12,248
– – 0.02% 72
2023
Q3 		$789K Hold
12,248
– – 0.02% 69
2023
Q2 		$740K Hold
12,248
– – 0.02% 70
2023
Q1 		$705K Hold
12,248
– – 0.02% 77
2022
Q4 		$698K Hold
12,248
– – 0.03% 76
2022
Q3 		$609K Hold
12,248
– – 0.02% 77
2022
Q2 		$640K Hold
12,248
– – 0.02% 74
2022
Q1 		$673K Buy
+12,248
New +$650K 0.02% 72

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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

Waverton Investment Management's SHEL Position: Q1 2024 in Review

Waverton Investment Management sold out of Shell (SHEL) in Q1 2024, closing a stake of 12,248 shares — an estimated $806K sold.

Waverton Investment Management first reported a position in SHEL in Q1 2022 and held it in 8 quarters. The position peaked at $806K in Q4 2023. 1,343 funds tracked by Wall St. Rank hold SHEL as of Q1 2024.

  • Waverton Investment Management reported no remaining Shell position as of Q1 2024 after selling out during the quarter.
  • Waverton Investment Management sold 12,248 Shell shares in Q1 2024, an estimated $806K.
  • Waverton Investment Management first reported a position in Shell in Q1 2022 and held it in 8 quarters.
  • Waverton Investment Management's Shell position peaked at $806K in Q4 2023.
  • 1,343 funds tracked by Wall St. Rank held Shell as of Q1 2024.

Based on Waverton Investment Management's 13F filing for Q1 2024, filed 8 May 2024.