RIM
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Rockbridge Investment Management’s SLB Ltd SLB Stock Holding History

Rockbridge 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
2024
Q1 		– Sell
-1,000
Closed -$52K – 529
2023
Q4 		$52K Buy
+1,000
New +$54.4K 0.01% 239
2022
Q3 		– Sell
-1,095
Closed -$39.2K – 509
2022
Q2 		$39.2K Hold
1,095
– – 0.01% 239
2022
Q1 		$45.7K Sell
1,095
-1,675
-60% -$65.7K 0.01% 307
2021
Q4 		$83K Hold
2,770
– – 0.01% 279
2021
Q3 		$82K Hold
2,770
– – 0.01% 257
2021
Q2 		$89K Hold
2,770
– – 0.02% 243
2021
Q1 		$75K Buy
2,770
+95
+4% +$2.5K 0.01% 249
2020
Q4 		$58K Sell
2,675
-2,700
-50% -$51K 0.01% 268
2020
Q3 		$84K Buy
5,375
+1,975
+58% +$36.7K 0.02% 202
2020
Q2 		$63K Buy
+3,400
New +$59.6K 0.02% 216

Other funds holding SLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return