Berman Capital Advisors’s SLB Ltd SLB Stock Holding History

Berman Capital 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
2021 Q3	$158K	Buy	5,343 +1,005	+23%	+$28.8K	0.02%	323
2021 Q2	$138K	Buy	4,338 +722	+20%	+$22.2K	0.02%	304
2021 Q1	$97K	Buy	3,616 +1,478	+69%	+$38.9K	0.02%	316
2020 Q4	$46K	Sell	2,138 -1,373	-39%	-$25.9K	0.01%	427
2020 Q3	$53K	Buy	3,511 +417	+13%	+$7.75K	0.02%	326
2020 Q2	$56K	Buy	3,094 +1,531	+98%	+$26.8K	0.01%	307
2020 Q1	$20K	Sell	1,563 -508	-25%	-$14.7K	0.01%	494
2019 Q4	$83K	Buy	2,071 +76	+4%	+$2.71K	0.02%	252
2019 Q3	$68K	Buy	1,995 +140	+8%	+$5.12K	0.02%	264
2019 Q2	$73K	Sell	1,855 -5,008	-73%	-$202K	0.02%	248
2019 Q1	$298K	Buy	6,863 +5,980	+677%	+$258K	0.1%	98
2018 Q4	$31K	Buy	+883	New	+$43.6K	0.01%	313
2018 Q3	–	Sell	-3,652	Closed	-$245K	–	122
2018 Q2	$245K	Sell	3,652 -192	-5%	-$13.2K	0.09%	100
2018 Q1	$250K	Buy	+3,844	New	+$268K	0.1%	90

Other funds holding SLB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Berman Capital Advisors's SLB Position: Q3 2021 in Review

Berman Capital Advisors increased its SLB Ltd (SLB) stake by 23% in Q3 2021, buying an estimated $28.8K and bringing the position to 5,343 shares worth $158K. The position accounts for 0.02% of the portfolio, ranked #323.

Berman Capital Advisors first reported a position in SLB in Q1 2018 and has held it in 14 quarters since. The position peaked at $298K in Q1 2019. 1,105 funds tracked by Wall St. Rank hold SLB as of Q3 2021.

Berman Capital Advisors held 5,343 shares of SLB Ltd worth $158K as of Q3 2021.
Berman Capital Advisors bought 1,005 SLB Ltd shares in Q3 2021, an estimated $28.8K.
SLB Ltd made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #323 holding.
Berman Capital Advisors first reported a position in SLB Ltd in Q1 2018 and has held it in 14 quarters since.
Berman Capital Advisors's SLB Ltd position peaked at $298K in Q1 2019.
1,105 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.