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Reilly Financial Advisors’s SLB Ltd SLB Stock Holding History

Reilly Financial Advisors’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
2016
Q1 		– Sell
-39,998
Closed -$2.79M – 1268
2015
Q4 		$2.79M Buy
+39,998
New +$2.99M 0.49% 53

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Reilly Financial Advisors's SLB Position: Q4 2021 in Review

Reilly Financial Advisors increased its SLB Ltd (SLB) stake by 1.9% in Q4 2021, buying an estimated $1.92K and bringing the position to 3,300 shares worth $99K. The position accounts for 0.01% of the portfolio, ranked #289.

Reilly Financial Advisors first reported a position in SLB in Q2 2013 and has held it in 34 quarters since. The position peaked at $11.1M in Q3 2016. 1,174 funds tracked by Wall St. Rank hold SLB as of Q4 2021.

  • Reilly Financial Advisors held 3,300 shares of SLB Ltd worth $99K as of Q4 2021.
  • Reilly Financial Advisors bought 61 SLB Ltd shares in Q4 2021, an estimated $1.92K.
  • SLB Ltd made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #289 holding.
  • Reilly Financial Advisors first reported a position in SLB Ltd in Q2 2013 and has held it in 34 quarters since.
  • Reilly Financial Advisors's SLB Ltd position peaked at $11.1M in Q3 2016.
  • 1,174 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.