RMR Wealth Builders’s SLB Ltd SLB Stock Holding History

RMR Wealth Builders’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
2021 Q4	–	Sell	-9,800	Closed	-$292K	–	193
2021 Q3	$292K	Hold	9,800	–	–	0.09%	139
2021 Q2	$315K	Sell	9,800 -260	-3%	-$7.99K	0.1%	133
2021 Q1	$274K	Buy	10,060 +460	+5%	+$12.1K	0.07%	146
2020 Q4	$210K	Buy	+9,600	New	+$181K	0.1%	148
2020 Q3	–	Sell	-9,600	Closed	-$177K	–	429
2020 Q2	$177K	Buy	+9,600	New	+$168K	0.16%	122
2019 Q4	$386K	Buy	+9,600	New	+$343K	0.37%	56

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

RMR Wealth Builders's SLB Position: Q4 2021 in Review

RMR Wealth Builders sold out of SLB Ltd (SLB) in Q4 2021, closing a stake of 9,800 shares — an estimated $292K sold.

RMR Wealth Builders first reported a position in SLB in Q4 2019 and held it in 6 quarters. The position peaked at $386K in Q4 2019. 1,174 funds tracked by Wall St. Rank hold SLB as of Q4 2021.

RMR Wealth Builders reported no remaining SLB Ltd position as of Q4 2021 after selling out during the quarter.
RMR Wealth Builders sold 9,800 SLB Ltd shares in Q4 2021, an estimated $292K.
RMR Wealth Builders first reported a position in SLB Ltd in Q4 2019 and held it in 6 quarters.
RMR Wealth Builders's SLB Ltd position peaked at $386K in Q4 2019.
1,174 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2021.

Based on RMR Wealth Builders's 13F filing for Q4 2021, filed 2 Feb 2022.