Number of Shares
9,300.00
Current Holdings Value*
$599,660.00
% of Portfolio
3.78%
Total Estimate Gain
$272,582.00
% of Total Estimate Gain
28.14%

Huber Large Cap Value Fund's Shell PLC Holding Summary

As of 2025-04-30, Huber Large Cap Value Fund held 9,300.00 shares of Shell PLC(SHEL), totaling $599,660.00. This investment constitutes 3.78% of their stock portfolio, and Huber Large Cap Value Fund now holds 0% of the outstanding Shell PLC(SHEL) stock.

The initial trade took place in 2020Q2. And since then Huber Large Cap Value Fund has made 6 purchases of SHEL, at an average price of $46.13, for a total of 21,000.00 shares. In addition, there have been 3 sales at an average price of $49.54 for 11,700.00 shares. Based on historical transaction data and SHEL's current price of $71.15, Huber Large Cap Value Fund's estimated gain on his SHEL holdings is $272,582.00, reflecting a 28.14% gain to date.

Huber Large Cap Value Fund SHEL ($71.15) Holding Chart

Huber Large Cap Value Fund SHEL ($71.15) 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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