World Equity Group’s Shell SHEL Stock Holding History

World Equity 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
2023 Q2	–	Sell	-21,598	Closed	-$226K	–	525
2023 Q1	$226K	Buy	+21,598	New	+$1.27M	0.03%	439

Other funds holding SHEL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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

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

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

BlackRock New York $5.72T AUM 30.48% 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

World Equity Group's SHEL Position: Q2 2023 in Review

World Equity Group sold out of Shell (SHEL) in Q2 2023, closing a stake of 21,598 shares — an estimated $226K sold.

World Equity Group first reported a position in SHEL in Q1 2023 and held it in 1 quarter. The position peaked at $226K in Q1 2023. 1,202 funds tracked by Wall St. Rank hold SHEL as of Q2 2023.

World Equity Group reported no remaining Shell position as of Q2 2023 after selling out during the quarter.
World Equity Group sold 21,598 Shell shares in Q2 2023, an estimated $226K.
World Equity Group first reported a position in Shell in Q1 2023 and held it in 1 quarter.
World Equity Group's Shell position peaked at $226K in Q1 2023.
1,202 funds tracked by Wall St. Rank held Shell as of Q2 2023.

Based on World Equity Group's 13F filing for Q2 2023, filed 26 Aug 2024.