LFA
SLB icon

Landmark Financial Advisors’s SLB Ltd SLB Stock Holding History

Landmark Financial Advisors’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
2023
Q4 		$255K Buy
4,903
+65
+1% +$3.53K 0.09% 82
2023
Q3 		$282K Buy
4,838
+170
+4% +$9.86K 0.11% 74
2023
Q2 		$229K Buy
+4,668
New +$223K 0.09% 83
2023
Q1 		– Sell
-3,885
Closed -$208K – 91
2022
Q4 		$208K Buy
+3,885
New +$193K 0.1% 86

Other funds holding SLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Landmark Financial Advisors's SLB Position: Q4 2023 in Review

Landmark Financial Advisors increased its SLB Ltd (SLB) stake by 1.3% in Q4 2023, buying an estimated $3.53K and bringing the position to 4,903 shares worth $255K. The position accounts for 0.09% of the portfolio, ranked #82.

Landmark Financial Advisors first reported a position in SLB in Q4 2022 and has held it in 4 quarters since. The position peaked at $282K in Q3 2023. 1,525 funds tracked by Wall St. Rank hold SLB as of Q4 2023.

  • Landmark Financial Advisors held 4,903 shares of SLB Ltd worth $255K as of Q4 2023.
  • Landmark Financial Advisors bought 65 SLB Ltd shares in Q4 2023, an estimated $3.53K.
  • SLB Ltd made up 0.09% of Landmark Financial Advisors's portfolio in Q4 2023, its #82 holding.
  • Landmark Financial Advisors first reported a position in SLB Ltd in Q4 2022 and has held it in 4 quarters since.
  • Landmark Financial Advisors's SLB Ltd position peaked at $282K in Q3 2023.
  • 1,525 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2023.

Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.