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Williamson Legacy Group’s Shell SHEL Stock Holding History

Williamson Legacy 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
2024
Q3 		– Sell
-3,973
Closed -$287K – 129
2024
Q2 		$287K Sell
3,973
-7,319
-65% -$523K 0.21% 84
2024
Q1 		$757K Buy
11,292
+393
+4% +$25.2K 0.59% 56
2023
Q4 		$717K Buy
+10,899
New +$715K 0.67% 54

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Williamson Legacy Group's SHEL Position: Q3 2024 in Review

Williamson Legacy Group sold out of Shell (SHEL) in Q3 2024, closing a stake of 3,973 shares — an estimated $287K sold.

Williamson Legacy Group first reported a position in SHEL in Q4 2023 and held it in 3 quarters. The position peaked at $757K in Q1 2024. 1,352 funds tracked by Wall St. Rank hold SHEL as of Q3 2024.

  • Williamson Legacy Group reported no remaining Shell position as of Q3 2024 after selling out during the quarter.
  • Williamson Legacy Group sold 3,973 Shell shares in Q3 2024, an estimated $287K.
  • Williamson Legacy Group first reported a position in Shell in Q4 2023 and held it in 3 quarters.
  • Williamson Legacy Group's Shell position peaked at $757K in Q1 2024.
  • 1,352 funds tracked by Wall St. Rank held Shell as of Q3 2024.

Based on Williamson Legacy Group's 13F filing for Q3 2024, filed 12 Nov 2024.