EWF
SLB icon

Epstein & White Financial’s SLB Ltd SLB Stock Holding History

Epstein & White Financial’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
Q2 		– Sell
-16,275
Closed -$219K – 81
2020
Q1 		$219K Buy
16,275
+5,451
+50% +$158K 0.09% 72
2019
Q4 		$437K Buy
10,824
+2,087
+24% +$74.5K 0.19% 43
2019
Q3 		$300K Buy
8,737
+1,453
+20% +$53.1K 0.15% 53
2019
Q2 		$286K Buy
+7,284
New +$294K 0.15% 63

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Epstein & White Financial's SLB Position: Q2 2020 in Review

Epstein & White Financial sold out of SLB Ltd (SLB) in Q2 2020, closing a stake of 16,275 shares — an estimated $219K sold.

Epstein & White Financial first reported a position in SLB in Q2 2019 and held it in 4 quarters. The position peaked at $437K in Q4 2019. 1,024 funds tracked by Wall St. Rank hold SLB as of Q2 2020.

  • Epstein & White Financial reported no remaining SLB Ltd position as of Q2 2020 after selling out during the quarter.
  • Epstein & White Financial sold 16,275 SLB Ltd shares in Q2 2020, an estimated $219K.
  • Epstein & White Financial first reported a position in SLB Ltd in Q2 2019 and held it in 4 quarters.
  • Epstein & White Financial's SLB Ltd position peaked at $437K in Q4 2019.
  • 1,024 funds tracked by Wall St. Rank held SLB Ltd as of Q2 2020.

Based on Epstein & White Financial's 13F filing for Q2 2020, filed 22 Jul 2020.