MWM
SLB icon

Marietta Wealth Management’s SLB Ltd SLB Stock Holding History

Marietta 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
2018
Q4 		– Sell
-3,712
Closed -$226K – 119
2018
Q3 		$226K Sell
3,712
-27,183
-88% -$1.75M 0.1% 116
2018
Q2 		$2.07M Buy
30,895
+506
+2% +$34.7K 1.01% 37
2018
Q1 		$1.97M Buy
30,389
+4,132
+16% +$289K 1.03% 38
2017
Q4 		$1.77M Sell
26,257
-3,941
-13% -$255K 0.96% 46
2017
Q3 		$2.11M Buy
30,198
+17
+0.1% +$1.12K 1.18% 34
2017
Q2 		$1.99M Buy
30,181
+2,859
+10% +$205K 1.21% 31
2017
Q1 		$2.13M Buy
27,322
+5,072
+23% +$415K 1.42% 22
2016
Q4 		$1.87M Buy
+22,250
New +$1.82M 1.5% 16

Other funds holding SLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return