FIM
RDS.A

Freedom Investment Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Freedom Investment Management’s Portfolio RDS.A Stock Details RDS.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-5,174
Closed -$209K – 938
2021
Q2 		$209K Sell
5,174
-4,094
-44% -$163K 0.02% 809
2021
Q1 		$363K Buy
9,268
+928
+11% +$37.4K 0.03% 624
2020
Q4 		$293K Sell
8,340
-1,648
-16% -$51.4K 0.03% 479
2020
Q3 		$251K Buy
9,988
+621
+7% +$18.8K 0.03% 455
2020
Q2 		$306K Sell
9,367
-2,535
-21% -$87K 0.03% 397
2020
Q1 		$616K Buy
11,902
+1,945
+20% +$90.8K 0.05% 294
2019
Q4 		$587K Sell
9,957
-2,627
-21% -$153K 0.05% 311
2019
Q3 		$741K Buy
12,584
+181
+1% +$10.7K 0.06% 266
2019
Q2 		$807K Sell
12,403
-1,698
-12% -$109K 0.07% 255
2019
Q1 		$883K Buy
14,101
+5,154
+58% +$319K 0.07% 263
2018
Q4 		$521K Sell
8,947
-788
-8% -$48.9K 0.04% 413
2018
Q3 		$635K Sell
9,735
-264
-3% -$17.6K 0.04% 443
2018
Q2 		$692K Buy
9,999
+775
+8% +$53.7K 0.04% 432
2018
Q1 		$589K Buy
9,224
+5,314
+136% +$350K 0.03% 557
2017
Q4 		$261K Sell
3,910
-228
-6% -$14.4K 0.01% 941
2017
Q3 		$251K Sell
4,138
-305
-7% -$17.1K 0.01% 928
2017
Q2 		$236K Buy
+4,443
New +$236K 0.01% 914

Other funds holding RDS.A

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Freedom Investment Management's RDS.A Position: Q3 2021 in Review

Freedom Investment Management sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q3 2021, closing a stake of 5,174 shares — an estimated $209K sold.

Freedom Investment Management first reported a position in RDS.A in Q2 2017 and held it in 17 quarters. The position peaked at $883K in Q1 2019. 784 funds tracked by Wall St. Rank hold RDS.A as of Q3 2021.

  • Freedom Investment Management reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q3 2021 after selling out during the quarter.
  • Freedom Investment Management sold 5,174 Royal Dutch Shell PLC ADS Class A shares in Q3 2021, an estimated $209K.
  • Freedom Investment Management first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2017 and held it in 17 quarters.
  • Freedom Investment Management's Royal Dutch Shell PLC ADS Class A position peaked at $883K in Q1 2019.
  • 784 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q3 2021.

Based on Freedom Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.