Court Place Advisors’s SLB Ltd SLB Stock Holding History

Court Place 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
2025 Q2	–	Sell	-5,585	Closed	-$233K	–	152
2025 Q1	$233K	Sell	5,585 -312	-5%	-$12.8K	0.08%	137
2024 Q4	$226K	Sell	5,897 -1,040	-15%	-$43.7K	0.07%	140
2024 Q3	$291K	Sell	6,937 -400	-5%	-$17.8K	0.08%	136
2024 Q2	$346K	Buy	7,337 +700	+11%	+$33.8K	0.11%	123
2024 Q1	$364K	Sell	6,637 -700	-10%	-$35.3K	0.12%	114
2023 Q4	$382K	Sell	7,337 -200	-3%	-$10.9K	0.13%	114
2023 Q3	$439K	Hold	7,537	–	–	0.16%	103
2023 Q2	$370K	Sell	7,537 -600	-7%	-$28.6K	0.13%	113
2023 Q1	$400K	Sell	8,137 -325	-4%	-$17.3K	0.14%	113
2022 Q4	$452K	Buy	+8,462	New	+$421K	0.16%	105
2022 Q2	–	Sell	-5,712	Closed	-$236K	–	172
2022 Q1	$236K	Sell	5,712 -1,850	-24%	-$72.5K	0.08%	157
2021 Q4	$226K	Sell	7,562 -468	-6%	-$14.7K	0.06%	175
2021 Q3	$238K	Hold	8,030	–	–	0.07%	162
2021 Q2	$257K	Sell	8,030 -492	-6%	-$15.1K	0.07%	163
2021 Q1	$232K	Buy	+8,522	New	+$224K	0.07%	169
2020 Q4	–	Sell	-11,438	Closed	-$178K	–	178
2020 Q3	$178K	Sell	11,438 -98	-0.8%	-$1.82K	0.07%	161
2020 Q2	$212K	Buy	+11,536	New	+$202K	0.08%	154
2020 Q1	–	Sell	-11,650	Closed	-$468K	–	174
2019 Q4	$468K	Buy	11,650 +43	+0.4%	+$1.53K	0.17%	117
2019 Q3	$397K	Sell	11,607 -777	-6%	-$28.4K	0.15%	121
2019 Q2	$492K	Buy	12,384 +2,097	+20%	+$84.6K	0.19%	110
2019 Q1	$448K	Buy	10,287 +3	+0%	+$130	0.18%	116
2018 Q4	$371K	Sell	10,284 -1,123	-10%	-$55.4K	0.17%	118
2018 Q3	$695K	Buy	11,407 +802	+8%	+$51.6K	0.26%	89
2018 Q2	$711K	Sell	10,605 -40	-0.4%	-$2.75K	0.29%	82
2018 Q1	$690K	Buy	10,645 +54	+0.5%	+$3.77K	0.29%	81
2017 Q4	$714K	Buy	10,591 +3,069	+41%	+$199K	0.29%	80
2017 Q3	$525K	Buy	7,522 +5	+0.1%	+$331	0.23%	97
2017 Q2	$495K	Buy	7,517 +2,230	+42%	+$160K	0.23%	96
2017 Q1	$413K	Sell	5,287 -74	-1%	-$6.05K	0.2%	104
2016 Q4	$450K	Buy	5,361 +510	+11%	+$41.8K	0.23%	90
2016 Q3	$381K	Hold	4,851	–	–	0.21%	97
2016 Q2	$384K	Hold	4,851	–	–	0.22%	93
2016 Q1	$358K	Buy	4,851 +550	+13%	+$38.7K	0.22%	92
2015 Q4	$300K	Sell	4,301 -150	-3%	-$11.2K	0.19%	101
2015 Q3	$307K	Sell	4,451 -100	-2%	-$7.92K	0.21%	96
2015 Q2	$392K	Hold	4,551	–	–	0.25%	89
2015 Q1	$380K	Hold	4,551	–	–	0.24%	90
2014 Q4	$389K	Sell	4,551 -650	-12%	-$59.8K	0.25%	89
2014 Q3	$529K	Buy	5,201 +3,000	+136%	+$327K	0.36%	67
2014 Q2	$260K	Buy	2,201 +150	+7%	+$15.5K	0.18%	104
2014 Q1	$200K	Buy	+2,051	New	+$186K	0.15%	115

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Court Place Advisors's SLB Position: Q2 2025 in Review

Court Place Advisors sold out of SLB Ltd (SLB) in Q2 2025, closing a stake of 5,585 shares — an estimated $233K sold.

Court Place Advisors first reported a position in SLB in Q1 2014 and held it in 41 quarters. The position peaked at $714K in Q4 2017. 1,468 funds tracked by Wall St. Rank hold SLB as of Q2 2025.

Court Place Advisors reported no remaining SLB Ltd position as of Q2 2025 after selling out during the quarter.
Court Place Advisors sold 5,585 SLB Ltd shares in Q2 2025, an estimated $233K.
Court Place Advisors first reported a position in SLB Ltd in Q1 2014 and held it in 41 quarters.
Court Place Advisors's SLB Ltd position peaked at $714K in Q4 2017.
1,468 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2025.

Based on Court Place Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.