Osborne Partners Capital Management’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Osborne Partners Capital Management’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
2022 Q1	–	Sell	-13,888	Closed	-$602K	–	224
2021 Q4	$602K	Hold	13,888	–	–	0.04%	142
2021 Q3	$615K	Hold	13,888	–	–	0.05%	132
2021 Q2	$539K	Hold	13,888	–	–	0.04%	146
2021 Q1	$511K	Buy	+13,888	New	+$530K	0.05%	145

Other funds holding RDS.B

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

PCM

Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $875M AUM

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

Osborne Partners Capital Management's RDS.B Position: Q1 2022 in Review

Osborne Partners Capital Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 13,888 shares — an estimated $602K sold.

Osborne Partners Capital Management first reported a position in RDS.B in Q1 2021 and held it in 4 quarters. The position peaked at $615K in Q3 2021. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

Osborne Partners Capital Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
Osborne Partners Capital Management sold 13,888 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $602K.
Osborne Partners Capital Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q1 2021 and held it in 4 quarters.
Osborne Partners Capital Management's Royal Dutch Shell PLC ADS Class B position peaked at $615K in Q3 2021.
5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Osborne Partners Capital Management's 13F filing for Q1 2022, filed 5 May 2022.