Liberty Wealth Management’s SLB Ltd SLB Stock Holding History

Liberty Wealth 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
2021 Q4	–	Sell	-1,047	Closed	-$32K	–	949
2021 Q3	$32K	Buy	1,047 +351	+50%	+$10.1K	0.01%	527
2021 Q2	$22K	Sell	696 -1,161	-63%	-$35.7K	0.01%	492
2021 Q1	$41K	Hold	1,857	–	–	0.02%	318
2020 Q4	$41K	Sell	1,857 -15	-0.8%	-$283	0.02%	315
2020 Q3	$29K	Buy	1,872 +1,640	+707%	+$30.5K	0.02%	333
2020 Q2	$4K	Buy	232 +2	+0.9%	+$35	﹤0.01%	659
2020 Q1	$3K	Sell	230 -57	-20%	-$1.65K	﹤0.01%	693
2019 Q4	$12K	Sell	287 -8	-3%	-$286	0.01%	513
2019 Q3	$10K	Sell	295 -208	-41%	-$7.6K	0.01%	522
2019 Q2	$20K	Sell	503 -32	-6%	-$1.29K	0.02%	413
2019 Q1	$23K	Sell	535 -30	-5%	-$1.3K	0.02%	328
2018 Q4	$20K	Buy	+565	New	+$27.9K	0.01%	329

Other funds holding SLB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Loomis, Sayles & Company

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

First Eagle Investment Management

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

Boston Partners

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

Geode Capital Management

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