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Alera Investment Advisors’s SLB Ltd SLB Stock Holding History

Alera Investment Advisors’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
2024
Q3 		$268K Sell
6,390
-425
-6% -$18.9K 0.03% 222
2024
Q2 		$322K Buy
+6,815
New +$329K 0.04% 187
2019
Q2 		– Sell
-806
Closed -$35K – 844
2019
Q1 		$35K Buy
806
+320
+66% +$13.8K 0.02% 212
2018
Q4 		$18K Buy
+486
New +$24K 0.01% 312

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alera Investment Advisors's SLB Position: Q3 2024 in Review

Alera Investment Advisors reduced its SLB Ltd (SLB) stake by 6.2% in Q3 2024, selling an estimated $18.9K and leaving 6,390 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #222.

Alera Investment Advisors first reported a position in SLB in Q4 2018 and has held it in 4 quarters since. The position peaked at $322K in Q2 2024. 1,472 funds tracked by Wall St. Rank hold SLB as of Q3 2024.

  • Alera Investment Advisors held 6,390 shares of SLB Ltd worth $268K as of Q3 2024.
  • Alera Investment Advisors sold 425 SLB Ltd shares in Q3 2024, an estimated $18.9K.
  • SLB Ltd made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #222 holding.
  • Alera Investment Advisors first reported a position in SLB Ltd in Q4 2018 and has held it in 4 quarters since.
  • Alera Investment Advisors's SLB Ltd position peaked at $322K in Q2 2024.
  • 1,472 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.