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Needham Investment Management’s Core Laboratories CLB Stock Holding History

Needham Investment Management’s Portfolio CLB Stock Details CLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-6,000
Closed -$414K – 84
2019
Q1 		$414K Hold
6,000
– – 0.14% 66
2018
Q4 		$358K Buy
+6,000
New +$518K 0.13% 69
2018
Q1 		– Sell
-500
Closed -$55K – 92
2017
Q4 		$55K Sell
500
-5,500
-92% -$549K 0.01% 91
2017
Q3 		$592K Sell
6,000
-3,000
-33% -$291K 0.15% 73
2017
Q2 		$912K Hold
9,000
– – 0.24% 64
2017
Q1 		$1.04M Buy
9,000
+2,500
+38% +$291K 0.27% 62
2016
Q4 		$780K Buy
+6,500
New +$720K 0.2% 74

Other funds holding CLB

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return