Ownership history in SHELL ASSET MANAGEMENT CO Β· 92 quarters on record
This page tracks every 13F SEC filing in which SHELL ASSET MANAGEMENT CO reported a position in PROCTER & GAMBLE CO COM (PG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π SHELL ASSET MANAGEMENT CO underperformed the S&P 500 by β17.6% annually on this PG position. Timing score: 48% (42/87 decisions correct). Average cost basis: $46.43. Maximum drawdown during holding period: β33.9%.
β Significantly underperformed the S&P 500 by 17.6% ann.
10 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
42 of 87 add/trim decisions correct
Best entry: $24.08 (2003 Q2) Β· Worst: $156.03 (2025 Q2)
πͺ Held through 2 major drawdowns (>20%).
31 adds Β· 57 trims. Bought during 12 of 34 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.5% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size