SK
RDS.A

Sarah Ketterer’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Sarah Ketterer’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
-497,775
Closed -$21.6M – 88
2021
Q4 		$21.6M Buy
497,775
+282,528
+131% +$12.8M 0.48% 45
2021
Q3 		$9.59M Buy
+215,247
New +$8.68M 0.22% 66
2014
Q3 		– Sell
-111,620
Closed -$8.53M – 79
2014
Q2 		$8.53M Sell
111,620
-106,032
-49% -$7.74M 0.35% 53
2014
Q1 		$14.9M Sell
217,652
-27,892
-11% -$1.86M 0.67% 36
2013
Q4 		$16.3M Buy
245,544
+186,894
+319% +$11.7M 0.93% 32
2013
Q3 		$3.6M Buy
58,650
+9,254
+19% +$566K 0.29% 42
2013
Q2 		$2.94M Buy
+49,396
New +$3.05M 0.31% 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 $363M AUM 65.91% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $824M AUM 78.19% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
SC
Schulhoff & Co Cincinnati, Ohio $249M AUM 25.29% 1-Year Est. Return
CJL
Cyrus J. Lawrence New York $26.4M AUM 16.63% 1-Year Est. Return
BCFD
Boit C.F. David $238M AUM 26.75% 1-Year Est. Return
BG
Bollard Group Boston, Massachusetts $3.29B AUM 4.86% 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

Sarah Ketterer's RDS.A Position: Q1 2022 in Review

Sarah Ketterer sold out of Royal Dutch Shell PLC ADS Class A (RDS.A) in Q1 2022, closing a stake of 497,775 shares — an estimated $21.6M sold.

Sarah Ketterer first reported a position in RDS.A in Q2 2013 and held it in 7 quarters. The position peaked at $21.6M in Q4 2021. 17 funds tracked by Wall St. Rank hold RDS.A as of Q1 2022.

  • Sarah Ketterer reported no remaining Royal Dutch Shell PLC ADS Class A position as of Q1 2022 after selling out during the quarter.
  • Sarah Ketterer sold 497,775 Royal Dutch Shell PLC ADS Class A shares in Q1 2022, an estimated $21.6M.
  • Sarah Ketterer first reported a position in Royal Dutch Shell PLC ADS Class A in Q2 2013 and held it in 7 quarters.
  • Sarah Ketterer's Royal Dutch Shell PLC ADS Class A position peaked at $21.6M in Q4 2021.
  • 17 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class A as of Q1 2022.

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