Halpern Financial’s SLB Ltd SLB Stock Holding History

Halpern 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
2021 Q4	–	Sell	-127	Closed	-$3.76K	–	286
2021 Q3	$3.76K	Hold	127	–	–	﹤0.01%	223
2021 Q2	$4.07K	Sell	127 -273	-68%	-$8.39K	﹤0.01%	195
2021 Q1	$10.9K	Buy	+400	New	+$10.5K	0.01%	134

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Halpern Financial's SLB Position: Q4 2021 in Review

Halpern Financial sold out of SLB Ltd (SLB) in Q4 2021, closing a stake of 127 shares — an estimated $3.76K sold.

Halpern Financial first reported a position in SLB in Q1 2021 and held it in 3 quarters. The position peaked at $10.9K in Q1 2021. 1,174 funds tracked by Wall St. Rank hold SLB as of Q4 2021.

Halpern Financial reported no remaining SLB Ltd position as of Q4 2021 after selling out during the quarter.
Halpern Financial sold 127 SLB Ltd shares in Q4 2021, an estimated $3.76K.
Halpern Financial first reported a position in SLB Ltd in Q1 2021 and held it in 3 quarters.
Halpern Financial's SLB Ltd position peaked at $10.9K in Q1 2021.
1,174 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2021.

Based on Halpern Financial's 13F filing for Q4 2021, filed 21 Sep 2023.