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TotalEnergies SE ADR

TTE-OLD

TotalEnergies SE ADR

TotalEnergies SE ADR historical holders

total: 7

Sound Shore Management TotalEnergies SE ADR transactions over time

Total transactions:
27
New positions:
2
Sold out:
2
Added:
10
Reduced:
13
Held since:
2022 Q4
Held for:
7 quarters
Latest activity:
2024 Q3
Harry Burn has been an institutional investor in TotalEnergies SE ADR (TTE-OLD) since 2015 Q4. According to 2026 Q1 report, Harry Burn doesn't hold any shares. The fund/company first acquired TTE-OLD in 2015 Q4, initially purchasing 23,300 shares. Harry Burn later completely sold out the position and reinvested in TTE-OLD again in 2022 Q4. Since the initial investment, Sound Shore Management has made 26 more transactions in this position.

When did Harry Burn exit their TTE-OLD position?

Harry Burn no longer holds TotalEnergies SE ADR (TTE-OLD). They sold off their entire position in 2024 Q3, closing out an investment that began in 2015 Q4.

When did Harry Burn first invest in TTE-OLD?

Harry Burn first invested in TotalEnergies SE ADR (TTE-OLD) in 2015 Q4 at the reported quarter-end price of $44.94 per share, acquiring 23,300 shares in their initial purchase.

What is Harry Burn's average cost basis for TTE-OLD?

Based on historical transaction data, Harry Burn's estimated cost basis for TotalEnergies SE ADR (TTE-OLD) is approximately $62.38 per share. This represents their average reported price* across all buy transactions.

Has Harry Burn reinvested in TTE-OLD after selling?

Yes, Harry Burn has shown renewed interest in TotalEnergies SE ADR (TTE-OLD). After completely selling their position, they reinitiated an investment in 2022 Q4, demonstrating continued conviction in this ticker.

Estimated cost basis*

Weighted AVG buy price:
$62.38
Weighted AVG sell price:
$66.88

TTE-OLD transactions history by Sound Shore Management

27 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2024 Q3
0.00%
0
$66.68
-100% (-1,006,342)
-2.24%
2024 Q2
2.24%
1,006,342
$66.68
$67,102,885
-3.50% (-36,473)
-0.08%
2024 Q1
2.25%
1,042,815
$68.83
$71,776,956
-16.42% (-204,809)
-0.49%
2023 Q4
2.92%
1,247,624
$67.38
$84,064,905
-19.59% (-304,017)
-0.78%
2023 Q3
3.91%
1,551,641
$65.76
$102,035,912
+30.20% (+359,871)
+0.91%
2023 Q2
2.53%
1,191,770
$57.64
$68,693,623
-3.05% (-37,533)
-0.08%
2023 Q1
2.73%
1,229,303
$59.05
$72,590,342
+29.21% (+277,905)
+0.62%
2022 Q4
2.22%
951,398
$62.08
$59,062,788
new
+2.22%
2020 Q2
0.00%
$37.24
-100% (-1,580,463)
2020 Q1
2.05%
$37.24
-38.58% (-992,594)
2019 Q4
3.32%
$55.30
-5.93% (-162,228)
2019 Q3
2.96%
$52.00
-5.44% (-157,296)
2019 Q2
3.13%
$55.79
+2.65% (+74,786)
2019 Q1
3.02%
$55.65
+13.50% (+335,134)
2018 Q4
2.67%
$52.18
-15.42% (-452,792)
2018 Q3
3.23%
$64.39
+0.85% (+24,786)
2018 Q2
2.96%
$60.56
-15.13% (-518,761)
2018 Q1
3.20%
$57.69
-10.21% (-389,794)
2017 Q4
3.22%
$55.28
+0.52% (+19,879)
2017 Q3
3.32%
$53.52
-1.85% (-71,759)
2017 Q2
3.14%
$49.59
+20.69% (+663,620)
2017 Q1
2.68%
$50.42
+11.78% (+337,911)
2016 Q4
2.52%
$50.97
-21.76% (-798,182)
2016 Q3
3.12%
$47.70
-0.30% (-10,869)
2016 Q2
3.24%
$48.10
+24.23% (+717,589)
2016 Q1
2.45%
$45.42
+12,608.30% (+2,937,733)
2015 Q4
0.02%
$44.94
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.