John Armitage - Egerton Capital (UK) LLP
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 24
Portfolio value: $9,010,197,462
Holding/activity history for Shell plc (SHEL)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2024 Q1 |
0 |
0.00 |
Sell 100.00%
|
0.84 |
|
|
SEC |
| 2023 Q4 |
1,173,260 |
0.84 |
Add 20.61%
|
0.14 |
$65.80 |
$77,200,508 |
SEC |
| 2023 Q3 |
972,755 |
0.73 |
Buy
|
0.73 |
$64.38 |
$62,625,967 |
SEC |