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Mason Investment Advisory Services’s SLB Ltd SLB Stock Holding History

Mason Investment Advisory Services’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
2020
Q1 		– Sell
-17,798
Closed -$715K – 93
2019
Q4 		$715K Hold
17,798
– – 0.11% 61
2019
Q3 		$608K Buy
17,798
+3,722
+26% +$136K 0.1% 61
2019
Q2 		$559K Hold
14,076
– – 0.09% 63
2019
Q1 		$613K Buy
+14,076
New +$608K 0.17% 60

Other funds holding SLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Mason Investment Advisory Services's SLB Position: Q1 2020 in Review

Mason Investment Advisory Services sold out of SLB Ltd (SLB) in Q1 2020, closing a stake of 17,798 shares — an estimated $715K sold.

Mason Investment Advisory Services first reported a position in SLB in Q1 2019 and held it in 4 quarters. The position peaked at $715K in Q4 2019. 1,084 funds tracked by Wall St. Rank hold SLB as of Q1 2020.

  • Mason Investment Advisory Services reported no remaining SLB Ltd position as of Q1 2020 after selling out during the quarter.
  • Mason Investment Advisory Services sold 17,798 SLB Ltd shares in Q1 2020, an estimated $715K.
  • Mason Investment Advisory Services first reported a position in SLB Ltd in Q1 2019 and held it in 4 quarters.
  • Mason Investment Advisory Services's SLB Ltd position peaked at $715K in Q4 2019.
  • 1,084 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2020.

Based on Mason Investment Advisory Services's 13F filing for Q1 2020, filed 5 Aug 2024.