Hotchkis And Wiley Large Cap Fundamental Value Fund SHEL Holdings History
Hotchkis and Wiley Large Cap Fundamental Value Fund's Shell PLC Holding Summary
As of 2025-03-31, Hotchkis and Wiley Large Cap Fundamental Value Fund held 116,372.00 shares of Shell PLC(SHEL), totaling $8.53 Mil. This investment constitutes 2.27% of their stock portfolio, and Hotchkis and Wiley Large Cap Fundamental Value Fund now holds 0% of the outstanding Shell PLC(SHEL) stock.
The initial trade took place in 2019Q3. And since then Hotchkis and Wiley Large Cap Fundamental Value Fund has made 8 purchases of SHEL, at an average price of $53.81, for a total of 302,772.00 shares. In addition, there have been 10 sales at an average price of $52.33 for 186,400.00 shares. Based on historical transaction data and SHEL's current price of $70.67, Hotchkis and Wiley Large Cap Fundamental Value Fund's estimated gain on his SHEL holdings is $1.69 Mil, reflecting a 10.36% gain to date.
Hotchkis and Wiley Large Cap Fundamental Value Fund SHEL ($70.67) Holding Chart
Hotchkis and Wiley Large Cap Fundamental Value Fund SHEL ($70.67) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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