EHWM
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Eads & Heald Wealth Management’s SLB Ltd SLB Stock Holding History

Eads & Heald Wealth Management’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
2020
Q1 		– Sell
-7,975
Closed -$321K – 128
2019
Q4 		$321K Sell
7,975
-2,175
-21% -$77.7K 0.17% 116
2019
Q3 		$347K Sell
10,150
-392
-4% -$14.3K 0.19% 112
2019
Q2 		$419K Sell
10,542
-8,765
-45% -$353K 0.24% 110
2019
Q1 		$841K Buy
19,307
+2,656
+16% +$115K 0.49% 86
2018
Q4 		$601K Sell
16,651
-4,143
-20% -$204K 0.4% 96
2018
Q3 		$1.27M Buy
20,794
+320
+2% +$20.6K 0.73% 66
2018
Q2 		$1.37M Buy
20,474
+440
+2% +$30.2K 0.85% 58
2018
Q1 		$1.3M Sell
20,034
-23
-0.1% -$1.61K 0.82% 60
2017
Q4 		$1.35M Sell
20,057
-2,457
-11% -$159K 0.8% 61
2017
Q3 		$1.57M Buy
22,514
+282
+1% +$18.6K 0.98% 47
2017
Q2 		$1.46M Buy
22,232
+650
+3% +$46.6K 0.94% 47
2017
Q1 		$1.69M Buy
21,582
+645
+3% +$52.7K 1.09% 38
2016
Q4 		$1.76M Buy
20,937
+307
+1% +$25.2K 1.2% 31
2016
Q3 		$1.62M Sell
20,630
-126
-0.6% -$10K 1.12% 36
2016
Q2 		$1.64M Sell
20,756
-28
-0.1% -$2.15K 1.13% 36
2016
Q1 		$1.53M Buy
20,784
+1,834
+10% +$129K 1.06% 40
2015
Q4 		$1.32M Sell
18,950
-522
-3% -$39.1K 0.92% 49
2015
Q3 		$1.34M Sell
19,472
-245
-1% -$19.4K 0.96% 44
2015
Q2 		$1.7M Buy
19,717
+366
+2% +$33K 1.12% 37
2015
Q1 		$1.61M Sell
19,351
-566
-3% -$47.1K 1.04% 40
2014
Q4 		$1.7M Buy
19,917
+505
+3% +$46.5K 1.08% 39
2014
Q3 		$1.97M Sell
19,412
-1,112
-5% -$121K 1.34% 22
2014
Q2 		$2.42M Sell
20,524
-2,308
-10% -$238K 1.61% 1
2014
Q1 		$2.23M Buy
22,832
+64
+0.3% +$5.79K 1.46% 15
2013
Q4 		$2.05M Buy
22,768
+258
+1% +$23.3K 1.36% 25
2013
Q3 		$1.99M Sell
22,510
-1,234
-5% -$101K 1.42% 16
2013
Q2 		$1.7M Buy
+23,744
New +$1.76M 1.2% 39

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Eads & Heald Wealth Management's SLB Position: Q1 2020 in Review

Eads & Heald Wealth Management sold out of SLB Ltd (SLB) in Q1 2020, closing a stake of 7,975 shares — an estimated $321K sold.

Eads & Heald Wealth Management first reported a position in SLB in Q2 2013 and held it in 27 quarters. The position peaked at $2.42M in Q2 2014. 1,084 funds tracked by Wall St. Rank hold SLB as of Q1 2020.

  • Eads & Heald Wealth Management reported no remaining SLB Ltd position as of Q1 2020 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 7,975 SLB Ltd shares in Q1 2020, an estimated $321K.
  • Eads & Heald Wealth Management first reported a position in SLB Ltd in Q2 2013 and held it in 27 quarters.
  • Eads & Heald Wealth Management's SLB Ltd position peaked at $2.42M in Q2 2014.
  • 1,084 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2020.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2020, filed 1 May 2020.