EVM
RDS.B

Evelyn V. Moreno’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Evelyn V. Moreno’s Portfolio RDS.B Stock Details RDS.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-25,563
Closed -$619K – 71
2020
Q3 		$619K Sell
25,563
-880
-3% -$25.2K 0.17% 59
2020
Q2 		$805K Sell
26,443
-2,225
-8% -$72.7K 0.23% 53
2020
Q1 		$936K Sell
28,668
-4,870
-15% -$228K 0.32% 51
2019
Q4 		$2.01M Sell
33,538
-7,875
-19% -$464K 0.54% 47
2019
Q3 		$2.48M Buy
41,413
+10,294
+33% +$614K 0.68% 48
2019
Q2 		$2.05M Sell
31,119
-6,560
-17% -$427K 0.62% 46
2019
Q1 		$2.41M Sell
37,679
-1,625
-4% -$103K 0.71% 47
2018
Q4 		$2.36M Buy
39,304
+64
+0.2% +$4.09K 0.78% 45
2018
Q3 		$2.78M Sell
39,240
-450
-1% -$31.2K 0.78% 45
2018
Q2 		$2.88M Buy
39,690
+11,300
+40% +$813K 0.84% 44
2018
Q1 		$1.86M Sell
28,390
-120
-0.4% -$8.08K 0.57% 48
2017
Q4 		$1.95M Sell
28,510
-950
-3% -$61.6K 0.59% 47
2017
Q3 		$1.84M Sell
29,460
-190
-0.6% -$10.9K 0.55% 50
2017
Q2 		$1.61M Sell
29,650
-600
-2% -$33.4K 0.5% 50
2017
Q1 		$1.69M Buy
30,250
+5,400
+22% +$306K 0.51% 50
2016
Q4 		$1.44M Buy
24,850
+525
+2% +$28.7K 0.52% 48
2016
Q3 		$1.28M Sell
24,325
-50
-0.2% -$2.68K 0.47% 54
2016
Q2 		$1.36M Buy
24,375
+960
+4% +$49.4K 0.52% 52
2016
Q1 		$1.15M Buy
23,415
+2,235
+11% +$100K 0.45% 53
2015
Q4 		$975K Buy
21,180
+6,810
+47% +$344K 0.41% 54
2015
Q3 		$682K Buy
14,370
+575
+4% +$31K 0.29% 57
2015
Q2 		$792K Buy
13,795
+1,375
+11% +$85.1K 0.31% 56
2015
Q1 		$779K Sell
12,420
-1,990
-14% -$132K 0.29% 58
2014
Q4 		$1M Buy
14,410
+250
+2% +$18K 0.37% 57
2014
Q3 		$1.12M Sell
14,160
-200
-1% -$16.9K 0.43% 59
2014
Q2 		$1.25M Buy
14,360
+150
+1% +$12.5K 0.47% 57
2014
Q1 		$1.11M Buy
14,210
+1,200
+9% +$91K 0.44% 58
2013
Q4 		$977K Buy
+13,010
New +$915K 0.4% 57

Other funds holding RDS.B

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Evelyn V. Moreno's RDS.B Position: Q4 2020 in Review

Evelyn V. Moreno sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q4 2020, closing a stake of 25,563 shares — an estimated $619K sold.

Evelyn V. Moreno first reported a position in RDS.B in Q4 2013 and held it in 28 quarters. The position peaked at $2.88M in Q2 2018. 544 funds tracked by Wall St. Rank hold RDS.B as of Q4 2020.

  • Evelyn V. Moreno reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q4 2020 after selling out during the quarter.
  • Evelyn V. Moreno sold 25,563 Royal Dutch Shell PLC ADS Class B shares in Q4 2020, an estimated $619K.
  • Evelyn V. Moreno first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2013 and held it in 28 quarters.
  • Evelyn V. Moreno's Royal Dutch Shell PLC ADS Class B position peaked at $2.88M in Q2 2018.
  • 544 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q4 2020.

Based on Evelyn V. Moreno's 13F filing for Q4 2020, filed 10 Feb 2021.