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Lee Financial’s SLB Ltd SLB Stock Holding History

Lee 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
2024
Q1 		– Sell
-322
Closed -$16.8K – 707
2023
Q4 		$16.8K Hold
322
– – ﹤0.01% 347
2023
Q3 		$18.9K Hold
322
– – ﹤0.01% 305
2023
Q2 		$15.9K Hold
322
– – ﹤0.01% 336
2023
Q1 		$15.9K Sell
322
-225
-41% -$11.9K ﹤0.01% 347
2022
Q4 		$29.2K Hold
547
– – 0.01% 295
2022
Q3 		$20K Buy
547
+180
+49% +$6.53K ﹤0.01% 336
2022
Q2 		$13K Buy
367
+130
+55% +$5.42K ﹤0.01% 409
2022
Q1 		$10K Hold
237
– – ﹤0.01% 439
2021
Q4 		$7K Hold
237
– – ﹤0.01% 558
2021
Q3 		$7K Buy
237
+137
+137% +$3.92K ﹤0.01% 464
2021
Q2 		$3K Hold
100
– – ﹤0.01% 527
2021
Q1 		$3K Sell
100
-100
-50% -$2.63K ﹤0.01% 451
2020
Q4 		$4K Hold
200
– – ﹤0.01% 435
2020
Q3 		$3K Hold
200
– – ﹤0.01% 496
2020
Q2 		$4K Buy
200
+149
+292% +$2.61K ﹤0.01% 454
2020
Q1 		$1K Sell
51
-1
-2% -$29 ﹤0.01% 472
2019
Q4 		$2K Hold
52
– – ﹤0.01% 472
2019
Q3 		$2K Hold
52
– – ﹤0.01% 487
2019
Q2 		$2K Buy
52
+1
+2% +$40 ﹤0.01% 496
2019
Q1 		$2K Buy
+51
New +$2.2K ﹤0.01% 489
2018
Q4 		– Sell
-525
Closed -$32K – 472
2018
Q3 		$32K Sell
525
-954
-65% -$61.4K 0.01% 219
2018
Q2 		$99K Sell
1,479
-752
-34% -$51.6K 0.02% 213
2018
Q1 		$144K Buy
2,231
+190
+9% +$13.3K 0.04% 178
2017
Q4 		$138K Buy
2,041
+453
+29% +$29.4K 0.04% 133
2017
Q3 		$111K Buy
1,588
+155
+11% +$10.2K 0.04% 138
2017
Q2 		$94K Buy
1,433
+608
+74% +$43.6K 0.03% 150
2017
Q1 		$64K Hold
825
– – 0.03% 159
2016
Q4 		$69K Buy
+825
New +$67.6K 0.04% 157

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lee Financial's SLB Position: Q1 2024 in Review

Lee Financial sold out of SLB Ltd (SLB) in Q1 2024, closing a stake of 322 shares — an estimated $16.8K sold.

Lee Financial first reported a position in SLB in Q4 2016 and held it in 28 quarters. The position peaked at $144K in Q1 2018. 1,535 funds tracked by Wall St. Rank hold SLB as of Q1 2024.

  • Lee Financial reported no remaining SLB Ltd position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 322 SLB Ltd shares in Q1 2024, an estimated $16.8K.
  • Lee Financial first reported a position in SLB Ltd in Q4 2016 and held it in 28 quarters.
  • Lee Financial's SLB Ltd position peaked at $144K in Q1 2018.
  • 1,535 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.