Richard Bernstein Advisors’s SLB Ltd SLB Stock Holding History

Richard Bernstein 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
2025 Q1	–	Sell	-54,155	Closed	-$2.08M	–	234
2024 Q4	$2.08M	Hold	54,155	–	–	0.05%	198
2024 Q3	$2.27M	Hold	54,155	–	–	0.05%	194
2024 Q2	$2.56M	Hold	54,155	–	–	0.06%	179
2024 Q1	$2.97M	Hold	54,155	–	–	0.06%	168
2023 Q4	$2.82M	Buy	54,155 +42	+0.1%	+$2.28K	0.06%	153
2023 Q3	$3.15M	Buy	+54,113	New	+$3.14M	0.07%	97
2021 Q4	–	Sell	-103,098	Closed	-$3.05M	–	315
2021 Q3	$3.05M	Hold	103,098	–	–	0.06%	168
2021 Q2	$3.3M	Hold	103,098	–	–	0.07%	153
2021 Q1	$2.8M	Hold	103,098	–	–	0.06%	169
2020 Q4	$2.25M	Hold	103,098	–	–	0.06%	194
2020 Q3	$1.6M	Hold	103,098	–	–	0.05%	181
2020 Q2	$1.9M	Buy	+103,098	New	+$1.81M	0.06%	168
2019 Q1	–	Sell	-93,881	Closed	-$3.39M	–	354
2018 Q4	$3.39M	Hold	93,881	–	–	0.12%	159
2018 Q3	$5.72M	Hold	93,881	–	–	0.16%	101
2018 Q2	$6.29M	Buy	93,881 +6,845	+8%	+$470K	0.2%	76
2018 Q1	$5.64M	Buy	87,036 +7,593	+10%	+$530K	0.2%	88
2017 Q4	$5.35M	Buy	79,443 +6,631	+9%	+$430K	0.23%	89
2017 Q3	$5.08M	Hold	72,812	–	–	0.35%	85
2017 Q2	$4.79M	Sell	72,812 -30,445	-29%	-$2.18M	0.37%	78
2017 Q1	$8.06M	Hold	103,257	–	–	0.62%	39
2016 Q4	$8.67M	Hold	103,257	–	–	0.73%	31
2016 Q3	$8.12M	Hold	103,257	–	–	0.77%	24
2016 Q2	$8.17M	Hold	103,257	–	–	0.78%	22
2016 Q1	$7.62M	Buy	+103,257	New	+$7.26M	0.76%	25

Other funds holding SLB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Richard Bernstein Advisors's SLB Position: Q1 2025 in Review

Richard Bernstein Advisors sold out of SLB Ltd (SLB) in Q1 2025, closing a stake of 54,155 shares — an estimated $2.08M sold.

Richard Bernstein Advisors first reported a position in SLB in Q1 2016 and held it in 24 quarters. The position peaked at $8.67M in Q4 2016. 1,561 funds tracked by Wall St. Rank hold SLB as of Q1 2025.

Richard Bernstein Advisors reported no remaining SLB Ltd position as of Q1 2025 after selling out during the quarter.
Richard Bernstein Advisors sold 54,155 SLB Ltd shares in Q1 2025, an estimated $2.08M.
Richard Bernstein Advisors first reported a position in SLB Ltd in Q1 2016 and held it in 24 quarters.
Richard Bernstein Advisors's SLB Ltd position peaked at $8.67M in Q4 2016.
1,561 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2025.

Based on Richard Bernstein Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.