Shell plc (SHEL)

Sector:Materials
Super Investor Stats:
Ownership count:3
Ownership rank:206
% of all portfolios:0.032%
Hold Price * :$65.95
History Portfolio Manager Activity Share change % change to portfolio
Q3  2024
Richard Pzena - Hancock Classic Value Add 2.50% 10,672 0.06
First Eagle Investment Management Add 2.08% 8,560 0.00
Q2  2024
First Eagle Investment Management Add 10.29% 38,426 0.01
Q1  2024
First Eagle Investment Management Add 17.56% 55,783 0.01
Q4  2023
John Armitage - Egerton Capital Add 20.61% 200,505 0.14
Christopher Bloomstran - Semper Augustus Add 19.19% 800 0.01
First Eagle Investment Management Add 3.74% 11,458 0.00
Q3  2023
Richard Pzena - Hancock Classic Value Add 31.93% 155,796 0.68
First Eagle Investment Management Add 9.93% 27,651 0.00
John Armitage - Egerton Capital Buy 972,755 0.73
Q2  2023
Richard Pzena - Hancock Classic Value Add 60.96% 184,778 0.74
First Eagle Investment Management Add 29.92% 64,158 0.01
Q1  2023
First Eagle Investment Management Add 14.29% 26,810 0.00
Q4  2022
First Eagle Investment Management Add 42.20% 55,684 0.01
Q3  2022
First Eagle Investment Management Add 35.64% 34,670 0.01
Q2  2022
First Eagle Investment Management Add 41.61% 28,580 0.00
Q1  2022
First Eagle Investment Management Add 43.44% 20,802 0.00
Q4  2021
First Eagle Investment Management Add 122.38% 26,353 0.01
Q3  2021
First Eagle Investment Management Add 132.10% 12,256 0.00
Christopher Bloomstran - Semper Augustus Buy 4,868 0.07
Q2  2021
First Eagle Investment Management Add 2322.45% 8,895 0.00
Richard Pzena - Hancock Classic Value Add 18.27% 144,986 0.23
Q1  2021
Lee Ainslie - Maverick Capital Add 66.54% 14,839 0.00
Richard Pzena - Hancock Classic Value Add 21.09% 138,208 0.24
David Tepper - Appaloosa Management Buy 292,500 0.16
First Eagle Investment Management Buy 383 0.00
Q4  2020
Lee Ainslie - Maverick Capital Add 26.96% 4,735 0.00
Q3  2020
Torray Funds Add 80.09% 222,431 1.03
Lee Ainslie - Maverick Capital Add 26.27% 3,654 0.00
Q2  2020
Lee Ainslie - Maverick Capital Buy 13,911 0.01
Q1  2020
Richard Pzena - Hancock Classic Value Add 28.29% 204,041 0.46
Torray Funds Add 20.66% 47,616 0.37
Q2  2019
Torray Funds Add 0.02% 47 0.00
Q4  2017
Richard Pzena - Hancock Classic Value Add 1.52% 20,501 0.06
Q2  2017
Richard Pzena - Hancock Classic Value Add 1.71% 23,951 0.06
Q1  2017
Tweedy Browne Co. - Tweedy Browne Value Fund Add 17.70% 115,130 0.62
Richard Pzena - Hancock Classic Value Add 17.19% 205,809 0.56
Q2  2016
Tweedy Browne Co. - Tweedy Browne Value Fund Add 1.91% 12,222 0.07
Q1  2016
Richard Pzena - Hancock Classic Value Add 2.08% 39,140 0.10
Q4  2015
Richard Pzena - Hancock Classic Value Add 6.78% 119,607 0.28
Q3  2015
Richard Pzena - Hancock Classic Value Add 16.15% 245,185 0.62
Tweedy Browne Co. - Tweedy Browne Value Fund Add 1.68% 10,547 0.05
Q2  2015
Tweedy Browne Co. - Tweedy Browne Value Fund Add 1.51% 9,312 0.05
Thomas Russo - Gardner Russo & Quinn Add 0.80% 570 0.00
Q1  2015
Thomas Russo - Gardner Russo & Quinn Add 1.10% 770 0.00
Q2  2014
Richard Pzena - Hancock Classic Value Add 1.19% 20,304 0.06
Tweedy Browne Co. - Tweedy Browne Value Fund Add 1.19% 7,282 0.05
Q1  2014
Thomas Russo - Gardner Russo & Quinn Add 5.43% 4,065 0.00
Q4  2013
Richard Pzena - Hancock Classic Value Add 6.15% 100,864 0.26
Q3  2013
Richard Pzena - Hancock Classic Value Add 26.49% 343,177 0.95
Thomas Russo - Gardner Russo & Quinn Add 8.22% 6,150 0.00
Q2  2013
Richard Pzena - Hancock Classic Value Add 1.33% 16,951 0.05
Tweedy Browne Co. - Tweedy Browne Value Fund Add 1.33% 7,996 0.05
Thomas Russo - Gardner Russo & Quinn Add 0.84% 625 0.00
Q1  2013
Tweedy Browne Co. - Tweedy Browne Value Fund Add 43.85% 183,887 1.14
Richard Pzena - Hancock Classic Value Add 42.30% 380,093 1.17
Thomas Russo - Gardner Russo & Quinn Add 3.60% 2,575 0.00
Q4  2012
Tweedy Browne Co. - Tweedy Browne Value Fund Add 1.31% 5,409 0.04
Q3  2012
Tweedy Browne Co. - Tweedy Browne Value Fund Add 1.21% 4,964 0.04
Q2  2012
Thomas Russo - Gardner Russo & Quinn Add 6.81% 4,925 0.01
Richard Pzena - Hancock Classic Value Add 1.31% 13,837 0.06
Q1  2012
Richard Pzena - Hancock Classic Value Add 7.15% 70,378 0.29
Thomas Russo - Gardner Russo & Quinn Add 1.70% 1,206 0.00
Tweedy Browne Co. - Tweedy Browne Value Fund Buy 409,000 3.33
Q4  2011
Richard Pzena - Hancock Classic Value Add 14.57% 125,207 0.59
Thomas Russo - Gardner Russo & Quinn Add 6.79% 4,525 0.01
Q3  2011
Richard Pzena - Hancock Classic Value Add 0.50% 4,256 0.02
Q2  2011
Richard Pzena - Hancock Classic Value Add 49.84% 284,482 1.03
Thomas Russo - Gardner Russo & Quinn Add 32.60% 17,050 0.02
Q1  2011
Richard Pzena - Hancock Classic Value Buy 570,750 1.93
Q3  2008
Harry Burn - Sound Shore Add 47.60% 415,800 1.16
Q1  2008
Harry Burn - Sound Shore Add 53.00% 302,600 0.90
Q1  2007
Harry Burn - Sound Shore Add 71.75% 447,600 1.06

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.