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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 – 508
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 $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Rockbridge Investment Management's SLB Position: Q1 2024 in Review

Rockbridge Investment Management sold out of SLB Ltd (SLB) in Q1 2024, closing a stake of 1,000 shares — an estimated $52K sold.

Rockbridge Investment Management first reported a position in SLB in Q2 2020 and held it in 10 quarters. The position peaked at $89K in Q2 2021. 1,536 funds tracked by Wall St. Rank hold SLB as of Q1 2024.

  • Rockbridge Investment Management reported no remaining SLB Ltd position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 1,000 SLB Ltd shares in Q1 2024, an estimated $52K.
  • Rockbridge Investment Management first reported a position in SLB Ltd in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's SLB Ltd position peaked at $89K in Q2 2021.
  • 1,536 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.