Financial Partners Capital Management’s SLB Ltd SLB Stock Holding History

Financial Partners Capital 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 Q4	–	Sell	-93,439	Closed	-$1.45M	–	111
2020 Q3	$1.45M	Sell	93,439 -14,374	-13%	-$267K	0.39%	44
2020 Q2	$1.98M	Sell	107,813 -14,736	-12%	-$258K	0.57%	38
2020 Q1	$1.65M	Buy	+122,549	New	+$3.55M	0.53%	41
2018 Q4	$733K	Sell	20,319 -50,400	-71%	-$2.49M	0.24%	53
2018 Q3	$4.31M	Buy	70,719 +1,587	+2%	+$102K	1.22%	33
2018 Q2	$4.63M	Buy	69,132 +8,557	+14%	+$588K	1.41%	30
2018 Q1	$3.92M	Buy	60,575 +2,281	+4%	+$159K	1.18%	34
2017 Q4	$3.93M	Buy	58,294 +47,510	+441%	+$3.08M	0.73%	50
2017 Q3	$752K	Buy	+10,784	New	+$713K	0.14%	88

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Financial Partners Capital Management's SLB Position: Q4 2020 in Review

Financial Partners Capital Management sold out of SLB Ltd (SLB) in Q4 2020, closing a stake of 93,439 shares — an estimated $1.45M sold.

Financial Partners Capital Management first reported a position in SLB in Q3 2017 and held it in 9 quarters. The position peaked at $4.63M in Q2 2018. 1,061 funds tracked by Wall St. Rank hold SLB as of Q4 2020.

Financial Partners Capital Management reported no remaining SLB Ltd position as of Q4 2020 after selling out during the quarter.
Financial Partners Capital Management sold 93,439 SLB Ltd shares in Q4 2020, an estimated $1.45M.
Financial Partners Capital Management first reported a position in SLB Ltd in Q3 2017 and held it in 9 quarters.
Financial Partners Capital Management's SLB Ltd position peaked at $4.63M in Q2 2018.
1,061 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2020.

Based on Financial Partners Capital Management's 13F filing for Q4 2020, filed 28 Feb 2023.