Elm Advisors’s SLB Ltd SLB Stock Holding History

Elm 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 Q1	–	Sell	-313	Closed	-$7K	–	221
2020 Q4	$7K	Buy	+313	New	+$5.91K	﹤0.01%	247
2018 Q4	–	Sell	-913	Closed	-$56K	–	229
2018 Q3	$56K	Buy	+913	New	+$58.8K	0.04%	158

Other funds holding SLB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Elm Advisors's SLB Position: Q1 2021 in Review

Elm Advisors sold out of SLB Ltd (SLB) in Q1 2021, closing a stake of 313 shares — an estimated $7K sold.

Elm Advisors first reported a position in SLB in Q3 2018 and held it in 2 quarters. The position peaked at $56K in Q3 2018. 1,124 funds tracked by Wall St. Rank hold SLB as of Q1 2021.

Elm Advisors reported no remaining SLB Ltd position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 313 SLB Ltd shares in Q1 2021, an estimated $7K.
Elm Advisors first reported a position in SLB Ltd in Q3 2018 and held it in 2 quarters.
Elm Advisors's SLB Ltd position peaked at $56K in Q3 2018.
1,124 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.