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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Marietta Wealth Management's SLB Position: Q4 2018 in Review

Marietta Wealth Management sold out of SLB Ltd (SLB) in Q4 2018, closing a stake of 3,712 shares — an estimated $226K sold.

Marietta Wealth Management first reported a position in SLB in Q4 2016 and held it in 8 quarters. The position peaked at $2.13M in Q1 2017. 1,420 funds tracked by Wall St. Rank hold SLB as of Q4 2018.

Marietta Wealth Management reported no remaining SLB Ltd position as of Q4 2018 after selling out during the quarter.
Marietta Wealth Management sold 3,712 SLB Ltd shares in Q4 2018, an estimated $226K.
Marietta Wealth Management first reported a position in SLB Ltd in Q4 2016 and held it in 8 quarters.
Marietta Wealth Management's SLB Ltd position peaked at $2.13M in Q1 2017.
1,420 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2018.

Based on Marietta Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.