WI
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Wintrust Investments’s Shell SHEL Stock Holding History

Wintrust Investments’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
Q4 		$142K Buy
2,275
+302
+15% +$19.8K 0.13% 127
2024
Q3 		$130K Sell
1,973
-2,664
-57% -$189K 0.1% 174
2024
Q2 		$335K Buy
+4,637
New +$331K 0.03% 354

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Wintrust Investments's SHEL Position: Q4 2024 in Review

Wintrust Investments increased its Shell (SHEL) stake by 15% in Q4 2024, buying an estimated $19.8K and bringing the position to 2,275 shares worth $142K. The position accounts for 0.13% of the portfolio, ranked #127.

Wintrust Investments first reported a position in SHEL in Q2 2024 and has held it in 3 quarters since. The position peaked at $335K in Q2 2024. 1,383 funds tracked by Wall St. Rank hold SHEL as of Q4 2024.

  • Wintrust Investments held 2,275 shares of Shell worth $142K as of Q4 2024.
  • Wintrust Investments bought 302 Shell shares in Q4 2024, an estimated $19.8K.
  • Shell made up 0.13% of Wintrust Investments's portfolio in Q4 2024, its #127 holding.
  • Wintrust Investments first reported a position in Shell in Q2 2024 and has held it in 3 quarters since.
  • Wintrust Investments's Shell position peaked at $335K in Q2 2024.
  • 1,383 funds tracked by Wall St. Rank held Shell as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.