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Lake Street Advisors Group’s SLB Ltd SLB Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$264K Buy
6,852
+90
+1% +$3.78K 0.01% 489
2024
Q3 		$286K Sell
6,762
-596
-8% -$26.5K 0.01% 467
2024
Q2 		$349K Buy
7,358
+162
+2% +$7.82K 0.02% 404
2024
Q1 		$396K Buy
7,196
+1,233
+21% +$62.2K 0.02% 388
2023
Q4 		$312K Sell
5,963
-5,187
-47% -$282K 0.02% 426
2023
Q3 		$650K Sell
11,150
-411
-4% -$23.8K 0.04% 190
2023
Q2 		$568K Sell
11,561
-22
-0.2% -$1.05K 0.03% 203
2023
Q1 		$569K Buy
11,583
+324
+3% +$17.2K 0.04% 190
2022
Q4 		$602K Buy
+11,259
New +$561K 0.04% 180
2020
Q1 		– Sell
-6,026
Closed -$242K – 282
2019
Q4 		$242K Sell
6,026
-799
-12% -$28.5K 0.02% 216
2019
Q3 		$233K Sell
6,825
-2,821
-29% -$103K 0.03% 191
2019
Q2 		$383K Buy
9,646
+1,772
+23% +$71.5K 0.04% 121
2019
Q1 		$343K Buy
7,874
+73
+0.9% +$3.15K 0.04% 136
2018
Q4 		$281K Buy
7,801
+1,710
+28% +$84.4K 0.03% 139
2018
Q3 		$371K Sell
6,091
-4,686
-43% -$302K 0.04% 123
2018
Q2 		$722K Sell
10,777
-1,565
-13% -$107K 0.07% 114
2018
Q1 		$800K Sell
12,342
-239
-2% -$16.7K 0.09% 84
2017
Q4 		$848K Buy
+12,581
New +$815K 0.1% 84

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lake Street Advisors Group's SLB Position: Q4 2024 in Review

Lake Street Advisors Group increased its SLB Ltd (SLB) stake by 1.3% in Q4 2024, buying an estimated $3.78K and bringing the position to 6,852 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #489.

Lake Street Advisors Group first reported a position in SLB in Q4 2017 and has held it in 18 quarters since. The position peaked at $848K in Q4 2017. 1,529 funds tracked by Wall St. Rank hold SLB as of Q4 2024.

  • Lake Street Advisors Group held 6,852 shares of SLB Ltd worth $264K as of Q4 2024.
  • Lake Street Advisors Group bought 90 SLB Ltd shares in Q4 2024, an estimated $3.78K.
  • SLB Ltd made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #489 holding.
  • Lake Street Advisors Group first reported a position in SLB Ltd in Q4 2017 and has held it in 18 quarters since.
  • Lake Street Advisors Group's SLB Ltd position peaked at $848K in Q4 2017.
  • 1,529 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.