MJP
RDS.A

Michael J. Puzo’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Michael J. Puzo’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
2022
Q1 		– Sell
-15,600
Closed -$677K – 85
2021
Q4 		$677K Hold
15,600
– – 0.19% 56
2021
Q3 		$695K Hold
15,600
– – 0.22% 52
2021
Q2 		$630K Hold
15,600
– – 0.2% 55
2021
Q1 		$612K Hold
15,600
– – 0.19% 56
2020
Q4 		$548K Hold
15,600
– – 0.18% 58
2020
Q3 		$392K Hold
15,600
– – 0.14% 62
2020
Q2 		$510K Hold
15,600
– – 0.19% 54
2020
Q1 		$545K Hold
15,600
– – 0.24% 51
2019
Q4 		$920K Hold
15,600
– – 0.33% 46
2019
Q3 		$918K Hold
15,600
– – 0.35% 47
2019
Q2 		$1.01M Hold
15,600
– – 0.38% 47
2019
Q1 		$977K Hold
15,600
– – 0.38% 48
2018
Q4 		$909K Sell
15,600
-500
-3% -$31K 0.4% 47
2018
Q3 		$1.1M Hold
16,100
– – 0.41% 46
2018
Q2 		$1.11M Hold
16,100
– – 0.47% 45
2018
Q1 		$1.03M Sell
16,100
-500
-3% -$32.9K 0.44% 46
2017
Q4 		$1.11M Buy
16,600
+3,800
+30% +$239K 0.46% 46
2017
Q3 		$775K Hold
12,800
– – 0.4% 48
2017
Q2 		$681K Hold
12,800
– – 0.37% 48
2017
Q1 		$675K Hold
12,800
– – 0.37% 53
2016
Q4 		$696K Hold
12,800
– – 0.4% 53
2016
Q3 		$641K Hold
12,800
– – 0.37% 53
2016
Q2 		$707K Hold
12,800
– – 0.47% 51
2016
Q1 		$620K Hold
12,800
– – 0.41% 55
2015
Q4 		$586K Sell
12,800
-203
-2% -$10.2K 0.41% 55
2015
Q3 		$616K Sell
13,003
-110
-0.8% -$5.9K 0.44% 55
2015
Q2 		$748K Buy
13,113
+73
+0.6% +$4.44K 0.48% 53
2015
Q1 		$778K Buy
13,040
+30
+0.2% +$1.9K 0.5% 54
2014
Q4 		$871K Buy
13,010
+210
+2% +$14.5K 0.57% 49
2014
Q3 		$974K Hold
12,800
– – 0.67% 45
2014
Q2 		$1.05M Hold
12,800
– – 0.73% 43
2014
Q1 		$935K Hold
12,800
– – 0.67% 43
2013
Q4 		$912K Hold
12,800
– – 0.67% 43
2013
Q3 		$841K Hold
12,800
– – 0.7% 41
2013
Q2 		$817K Buy
+12,800
New +$847K 0.72% 41

Other funds holding RDS.A

CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $209M AUM 31.14% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
SC
Schulhoff & Co Cincinnati, Ohio $243M AUM 17.47% 1-Year Est. Return
CJL
Cyrus J. Lawrence New York $26.4M AUM 16.63% 1-Year Est. Return
BCFD
Boit C.F. David $225M AUM 21.53% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.39B AUM 1.06% 1-Year Est. Return
MW
Milestone Wealth Buffalo, New York $89.5M AUM 17.2% 1-Year Est. Return
FCMT
Founders Capital Management (Texas) Houston, Texas $231M AUM 61.68% 1-Year Est. Return

Michael J. Puzo's RDS.A Position: Q1 2022 in Review

Michael J. Puzo sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 15,600 shares — an estimated $677K sold.

Michael J. Puzo first reported a position in RDS.A in Q2 2013 and held it in 35 quarters. The position peaked at $1.11M in Q2 2018. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Michael J. Puzo reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Michael J. Puzo sold 15,600 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $677K.
  • Michael J. Puzo first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2013 and held it in 35 quarters.
  • Michael J. Puzo's Royal Dutch Shell PLC ADS Class A position peaked at $1.11M in Q2 2018.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

Based on Michael J. Puzo's 13F filing for Q1 2022, filed 17 May 2022.