Hotchkis And Wiley Value Opportunities Fund SHEL Holdings History
Hotchkis and Wiley Value Opportunities Fund's Shell PLC Holding Summary
As of 2025-03-31, Hotchkis and Wiley Value Opportunities Fund held 231,150.00 shares of Shell PLC(SHEL), totaling $16.94 Mil. This investment constitutes 2.65% of their stock portfolio, and Hotchkis and Wiley Value Opportunities Fund now holds 0.01% of the outstanding Shell PLC(SHEL) stock.
The initial trade took place in 2019Q4. And since then Hotchkis and Wiley Value Opportunities Fund has made 9 purchases of SHEL, at an average price of $56.56, for a total of 692,600.00 shares. In addition, there have been 7 sales at an average price of $57.53 for 461,450.00 shares. Based on historical transaction data and SHEL's current price of $72.30, Hotchkis and Wiley Value Opportunities Fund's estimated gain on his SHEL holdings is $4.08 Mil, reflecting a 10.42% gain to date.
Hotchkis and Wiley Value Opportunities Fund SHEL ($72.30) Holding Chart
Hotchkis and Wiley Value Opportunities Fund SHEL ($72.30) 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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