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Shell Adr Each Rep 2 Ord Wi shares owned by Waldron

Quarter-by-quarter ownership of Shell Adr Each Rep 2 Ord Wi (SHEL) shares owned by Waldron from 13F filings

Historical chart of Waldron investment in Shell Adr Each Rep 2 Ord Wi

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All positions including Shell Adr Each Rep 2 Ord Wi held by Waldron consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shell Adr Each Rep 2 Ord Wi by Waldron

Quarter filed Position value Share count Share price at filing
2023-12-31 $263k 4.0k 65.67
2023-09-30 $233k 3.6k 64.12
2023-06-30 $201k 3.3k 60.36
2023-03-31 $265k 4.6k 57.52

More positions owned by Waldron

iShares Russell 1000 Growth Index (IWF)
Ishares Core Intl Stock Etf core (IXUS)
Vanguard Value ETF (VTV)
iShares Russell 1000 Value Index (IWD)
Vanguard Growth ETF (VUG)
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)
Invesco Russell 1000 Dynamic Multifactor Etf etf (OMFL)
Spdr S&p 500 Etf (SPY)
Vanguard Scottsdale Fds vng rus1000grw (VONG)
iShares Russell 2000 Value Index (IWN)
Vanguard High Dividend Yield ETF (VYM)
Apple (AAPL)
iShares S&P Global Infrastructure Index (IGF)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
Vanguard Small-Cap Value ETF (VBR)

View all positions for Waldron

Top funds holding Shell Adr Each Rep 2 Ord Wi

Fisher Investments
Dimensional Fund Advisors
Eagle Capital Management
Arrowstreet Capital, Limited Partnership
Bank of America Corporation
Orbis Allan Gray
Wellington Management Company
Hotchkis and Wiley Capital Management
Franklin Resources
T. Rowe Price Associates
40 North Industries
Mawer Investment Management
Millennium Management
Goldman Sachs Group
Pzena Investment Management

View all funds holding Shell Adr Each Rep 2 Ord Wi