Swiss Life Asset Management’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Swiss Life Asset 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	-21,659	Closed	-$939K	–	595
2021 Q4	$939K	Hold	21,659	–	–	0.01%	472
2021 Q3	$959K	Hold	21,659	–	–	0.01%	462
2021 Q2	$738K	Hold	21,659	–	–	0.01%	487
2021 Q1	$798K	Hold	21,659	–	–	0.01%	454
2020 Q4	$728K	Hold	21,659	–	–	0.01%	457
2020 Q3	$525K	Hold	21,659	–	–	0.01%	414
2020 Q2	$660K	Hold	21,659	–	–	0.01%	404
2020 Q1	$707K	Hold	21,659	–	–	0.01%	398
2019 Q4	$1.3M	Hold	21,659	–	–	0.02%	377
2019 Q3	$1.3M	Hold	21,659	–	–	0.02%	386
2019 Q2	$1.42M	Hold	21,659	–	–	0.02%	359
2019 Q1	$1.39M	Hold	21,659	–	–	0.02%	346
2018 Q4	$1.3M	Hold	21,659	–	–	0.03%	154
2018 Q3	$1.54M	Hold	21,659	–	–	0.02%	359
2018 Q2	$1.57M	Hold	21,659	–	–	0.02%	341
2018 Q1	$1.42M	Hold	21,659	–	–	0.02%	362
2017 Q4	$1.48M	Hold	21,659	–	–	0.03%	272
2017 Q3	$1.35M	Hold	21,659	–	–	0.04%	263
2017 Q2	$1.18M	Hold	21,659	–	–	0.03%	282
2017 Q1	$1.21M	Hold	21,659	–	–	0.03%	239
2016 Q4	$1.26M	Hold	21,659	–	–	0.04%	217
2016 Q3	$1.14M	Hold	21,659	–	–	0.04%	215
2016 Q2	$1.21M	Hold	21,659	–	–	0.05%	162
2016 Q1	$1.07M	Hold	21,659	–	–	0.05%	182
2015 Q4	$997K	Hold	21,659	–	–	0.04%	155
2015 Q3	$1.03M	Hold	21,659	–	–	0.05%	143
2015 Q2	$1.24M	Hold	21,659	–	–	0.04%	130
2015 Q1	$1.36M	Buy	+21,659	New	+$1.43M	0.05%	137

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

Swiss Life Asset Management's RDS.B Position: Q1 2022 in Review

Swiss Life Asset Management sold out of Royal Dutch Shell PLC ADS Class B (RDS.B) in Q1 2022, closing a stake of 21,659 shares — an estimated $939K sold.

Swiss Life Asset Management first reported a position in RDS.B in Q1 2015 and held it in 28 quarters. The position peaked at $1.57M in Q2 2018. 5 funds tracked by Wall St. Rank hold RDS.B as of Q1 2022.

Swiss Life Asset Management reported no remaining Royal Dutch Shell PLC ADS Class B position as of Q1 2022 after selling out during the quarter.
Swiss Life Asset Management sold 21,659 Royal Dutch Shell PLC ADS Class B shares in Q1 2022, an estimated $939K.
Swiss Life Asset Management first reported a position in Royal Dutch Shell PLC ADS Class B in Q1 2015 and held it in 28 quarters.
Swiss Life Asset Management's Royal Dutch Shell PLC ADS Class B position peaked at $1.57M in Q2 2018.
5 funds tracked by Wall St. Rank held Royal Dutch Shell PLC ADS Class B as of Q1 2022.

Based on Swiss Life Asset Management's 13F filing for Q1 2022, filed 9 Dec 2025.