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Advisory Research’s SLB Ltd SLB Stock Holding History

Advisory Research’s Portfolio SLB Stock Details SLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6,270
Closed -$366K – 463
2023
Q3 		$366K Buy
+6,270
New +$364K 0.05% 332
2017
Q4 		– Sell
-3,237
Closed -$226K – 438
2017
Q3 		$226K Buy
+3,237
New +$214K ﹤0.01% 414
2017
Q2 		– Sell
-21,188
Closed -$1.66M – 453
2017
Q1 		$1.66M Buy
+21,188
New +$1.73M 0.02% 272
2014
Q2 		– Sell
-1,310
Closed -$128K – 625
2014
Q1 		$128K Buy
+1,310
New +$119K ﹤0.01% 333

Other funds holding SLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Advisory Research's SLB Position: Q4 2023 in Review

Advisory Research sold out of SLB Ltd (SLB) in Q4 2023, closing a stake of 6,270 shares — an estimated $366K sold.

Advisory Research first reported a position in SLB in Q1 2014 and held it in 4 quarters. The position peaked at $1.66M in Q1 2017. 1,525 funds tracked by Wall St. Rank hold SLB as of Q4 2023.

  • Advisory Research reported no remaining SLB Ltd position as of Q4 2023 after selling out during the quarter.
  • Advisory Research sold 6,270 SLB Ltd shares in Q4 2023, an estimated $366K.
  • Advisory Research first reported a position in SLB Ltd in Q1 2014 and held it in 4 quarters.
  • Advisory Research's SLB Ltd position peaked at $1.66M in Q1 2017.
  • 1,525 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.