Mark Sheptoff Financial Planning’s SLB Ltd SLB Stock Holding History

Mark Sheptoff Financial Planning’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
2022 Q4	–	Sell	-50	Closed	-$2K	–	403
2022 Q3	$2K	Hold	50	–	–	﹤0.01%	335
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	345
2022 Q1	$2K	Buy	+50	New	+$1.96K	﹤0.01%	390
2021 Q3	–	Sell	-300	Closed	-$10K	–	420
2021 Q2	$10K	Buy	+300	New	+$9.22K	0.01%	329
2018 Q4	–	Sell	-100	Closed	-$6K	–	354
2018 Q3	$6K	Hold	100	–	–	﹤0.01%	320
2018 Q2	$7K	Hold	100	–	–	0.01%	304
2018 Q1	$6K	Buy	+100	New	+$6.98K	﹤0.01%	324
2015 Q3	–	Sell	-4,616	Closed	-$398K	–	439
2015 Q2	$398K	Sell	4,616 -288	-6%	-$26K	0.32%	72
2015 Q1	$409K	Sell	4,904 -499	-9%	-$41.5K	0.34%	68
2014 Q4	$462K	Sell	5,403 -14,427	-73%	-$1.33M	0.41%	60
2014 Q3	$2.02M	Buy	19,830 +5,127	+35%	+$559K	1.78%	14
2014 Q2	$1.73M	Buy	14,703 +1,351	+10%	+$139K	1.48%	18
2014 Q1	$1.3M	Buy	+13,352	New	+$1.21M	1.15%	27

Other funds holding SLB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Mark Sheptoff Financial Planning's SLB Position: Q4 2022 in Review

Mark Sheptoff Financial Planning sold out of SLB Ltd (SLB) in Q4 2022, closing a stake of 50 shares — an estimated $2K sold.

Mark Sheptoff Financial Planning first reported a position in SLB in Q1 2014 and held it in 13 quarters. The position peaked at $2.02M in Q3 2014. 1,443 funds tracked by Wall St. Rank hold SLB as of Q4 2022.

Mark Sheptoff Financial Planning reported no remaining SLB Ltd position as of Q4 2022 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 50 SLB Ltd shares in Q4 2022, an estimated $2K.
Mark Sheptoff Financial Planning first reported a position in SLB Ltd in Q1 2014 and held it in 13 quarters.
Mark Sheptoff Financial Planning's SLB Ltd position peaked at $2.02M in Q3 2014.
1,443 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2022, filed 14 Feb 2023.