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New Vernon Investment Management’s SLB Ltd SLB Stock Holding History

New Vernon Investment 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
2015
Q4 		– Sell
-14,588
Closed -$1.01M – 57
2015
Q3 		$1.01M Hold
14,588
– – 0.79% 48
2015
Q2 		$1.26M Sell
14,588
-1,866
-11% -$168K 0.86% 46
2015
Q1 		$1.37M Hold
16,454
– – 0.94% 48
2014
Q4 		$1.41M Buy
+16,454
New +$1.51M 0.95% 51

Other funds holding SLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

New Vernon Investment Management's SLB Position: Q4 2015 in Review

New Vernon Investment Management sold out of SLB Ltd (SLB) in Q4 2015, closing a stake of 14,588 shares — an estimated $1.01M sold.

New Vernon Investment Management first reported a position in SLB in Q4 2014 and held it in 4 quarters. The position peaked at $1.41M in Q4 2014. 1,543 funds tracked by Wall St. Rank hold SLB as of Q4 2015.

  • New Vernon Investment Management reported no remaining SLB Ltd position as of Q4 2015 after selling out during the quarter.
  • New Vernon Investment Management sold 14,588 SLB Ltd shares in Q4 2015, an estimated $1.01M.
  • New Vernon Investment Management first reported a position in SLB Ltd in Q4 2014 and held it in 4 quarters.
  • New Vernon Investment Management's SLB Ltd position peaked at $1.41M in Q4 2014.
  • 1,543 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2015.

Based on New Vernon Investment Management's 13F filing for Q4 2015, filed 10 Feb 2016.