Elmwood Wealth Management’s SLB Ltd SLB Stock Holding History

Elmwood 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
2021 Q2	$6K	Hold	200	–	–	﹤0.01%	281
2021 Q1	$5K	Buy	+200	New	+$5.26K	﹤0.01%	273
2020 Q2	–	Sell	-5,586	Closed	-$362K	–	328
2020 Q1	$362K	Buy	+5,586	New	+$162K	0.35%	71
2019 Q1	–	Sell	-140	Closed	-$5K	–	299
2018 Q4	$5K	Sell	140 -10,461	-99%	-$516K	﹤0.01%	227
2018 Q3	$646K	Buy	10,601 +5,065	+91%	+$326K	0.54%	69
2018 Q2	$371K	Sell	5,536 -50	-0.9%	-$3.43K	0.34%	75
2018 Q1	$362K	Buy	+5,586	New	+$390K	0.35%	71

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

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

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

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Elmwood Wealth Management's SLB Position: Q2 2021 in Review

Elmwood Wealth Management held its SLB Ltd (SLB) position steady in Q2 2021 at 200 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Elmwood Wealth Management first reported a position in SLB in Q1 2018 and has held it in 7 quarters since. The position peaked at $646K in Q3 2018. 1,160 funds tracked by Wall St. Rank hold SLB as of Q2 2021.

Elmwood Wealth Management held 200 shares of SLB Ltd worth $6K as of Q2 2021.
Elmwood Wealth Management left its SLB Ltd share count unchanged in Q2 2021.
SLB Ltd made up ﹤0.01% of Elmwood Wealth Management's portfolio in Q2 2021, its #281 holding.
Elmwood Wealth Management first reported a position in SLB Ltd in Q1 2018 and has held it in 7 quarters since.
Elmwood Wealth Management's SLB Ltd position peaked at $646K in Q3 2018.
1,160 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2021.

Based on Elmwood Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.