ZDA
SHEL icon

Zweig-DiMenna Associates’s Shell SHEL Stock Holding History

Zweig-DiMenna Associates’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
Q4 		– Sell
-45,000
Closed -$2.9M – 118
2023
Q3 		$2.9M Buy
+45,000
New +$2.8M 0.34% 79
2022
Q2 		– Sell
-28,000
Closed -$1.54M – 115
2022
Q1 		$1.54M Buy
+28,000
New +$1.49M 0.21% 86

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Zweig-DiMenna Associates's SHEL Position: Q4 2023 in Review

Zweig-DiMenna Associates sold out of Shell (SHEL) in Q4 2023, closing a stake of 45,000 shares — an estimated $2.9M sold.

Zweig-DiMenna Associates first reported a position in SHEL in Q1 2022 and held it in 2 quarters. The position peaked at $2.9M in Q3 2023. 1,314 funds tracked by Wall St. Rank hold SHEL as of Q4 2023.

  • Zweig-DiMenna Associates reported no remaining Shell position as of Q4 2023 after selling out during the quarter.
  • Zweig-DiMenna Associates sold 45,000 Shell shares in Q4 2023, an estimated $2.9M.
  • Zweig-DiMenna Associates first reported a position in Shell in Q1 2022 and held it in 2 quarters.
  • Zweig-DiMenna Associates's Shell position peaked at $2.9M in Q3 2023.
  • 1,314 funds tracked by Wall St. Rank held Shell as of Q4 2023.

Based on Zweig-DiMenna Associates's 13F filing for Q4 2023, filed 25 Jan 2024.