Joel Greenblatt’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Joel Greenblatt’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
2019 Q4	–	Sell	-4,102	Closed	-$246K	–	1258
2019 Q3	$246K	Sell	4,102 -900	-18%	-$53.7K	﹤0.01%	965
2019 Q2	$329K	Sell	5,002 -686	-12%	-$44.6K	0.01%	925
2019 Q1	$364K	Buy	5,688 +1,571	+38%	+$99.3K	0.01%	946
2018 Q4	$247K	Buy	+4,117	New	+$263K	﹤0.01%	901
2018 Q3	–	Sell	-3,283	Closed	-$239K	–	1054
2018 Q2	$239K	Sell	3,283 -2,614	-44%	-$188K	﹤0.01%	815
2018 Q1	$386K	Sell	5,897 -1	-0%	-$67	0.01%	753
2017 Q4	$403K	Sell	5,898 -1	-0%	-$65	0.01%	759
2017 Q3	$369K	Buy	5,899 +621	+12%	+$35.6K	0.01%	761
2017 Q2	$287K	Buy	+5,278	New	+$294K	﹤0.01%	839
2014 Q3	–	Sell	-57,359	Closed	-$4.99M	–	1091
2014 Q2	$4.99M	Buy	+57,359	New	+$4.77M	0.06%	399
2014 Q1	–	Sell	-58,271	Closed	-$4.38M	–	1116
2013 Q4	$4.38M	Buy	+58,271	New	+$4.1M	0.1%	310

Other funds holding RDS.B

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Joel Greenblatt's RDS.B Position: Q4 2019 in Review

Joel Greenblatt sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q4 2019, closing a stake of 4,102 shares — an estimated $246K sold.

Joel Greenblatt first reported a position in RDS.B in Q4 2013 and held it in 11 quarters. The position peaked at $4.99M in Q2 2014. 705 funds tracked by Wall St. Rank hold RDS.B as of Q4 2019.

Joel Greenblatt reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q4 2019 after selling out during the quarter.
Joel Greenblatt sold 4,102 Royal Dutch Shell PLC ADS Class B shares in Q4 2019, an estimated $246K.
Joel Greenblatt first reported a position in Royal Dutch Shell PLC ADS Class B in Q4 2013 and held it in 11 quarters.
Joel Greenblatt's Royal Dutch Shell PLC ADS Class B position peaked at $4.99M in Q2 2014.
705 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q4 2019.

Based on Gotham Asset Management's 13F filing for Q4 2019, filed 14 Feb 2020.