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Schechter Investment Advisors’s SLB Ltd SLB Stock Holding History

Schechter Investment 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 		$1.19M Sell
28,383
-2,979
-9% -$122K 0.1% 203
2024
Q4 		$1.2M Buy
31,362
+3,102
+11% +$130K 0.09% 204
2024
Q3 		$1.19M Sell
28,260
-5,134
-15% -$229K 0.09% 218
2024
Q2 		$1.58M Buy
33,394
+1,002
+3% +$48.4K 0.12% 163
2024
Q1 		$1.78M Buy
32,392
+1,993
+7% +$100K 0.13% 146
2023
Q4 		$1.58M Sell
30,399
-2,472
-8% -$134K 0.14% 146
2023
Q3 		$1.92M Sell
32,871
-1,297
-4% -$75.2K 0.19% 108
2023
Q2 		$1.68M Sell
34,168
-586
-2% -$27.9K 0.15% 139
2023
Q1 		$1.71M Buy
34,754
+3,085
+10% +$164K 0.16% 139
2022
Q4 		$1.69M Sell
31,669
-620
-2% -$30.9K 0.15% 146
2022
Q3 		$1.16M Sell
32,289
-3,793
-11% -$138K 0.11% 227
2022
Q2 		$1.29M Sell
36,082
-736
-2% -$30.7K 0.13% 203
2022
Q1 		$1.52M Sell
36,818
-4,053
-10% -$159K 0.14% 164
2021
Q4 		$1.22M Buy
+40,871
New +$1.29M 0.11% 240

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Schechter Investment Advisors's SLB Position: Q1 2025 in Review

Schechter Investment Advisors reduced its SLB Ltd (SLB) stake by 9.5% in Q1 2025, selling an estimated $122K and leaving 28,383 shares worth $1.19M. The position accounts for 0.1% of the portfolio, ranked #203.

Schechter Investment Advisors first reported a position in SLB in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.92M in Q3 2023. 1,556 funds tracked by Wall St. Rank hold SLB as of Q1 2025.

  • Schechter Investment Advisors held 28,383 shares of SLB Ltd worth $1.19M as of Q1 2025.
  • Schechter Investment Advisors sold 2,979 SLB Ltd shares in Q1 2025, an estimated $122K.
  • SLB Ltd made up 0.1% of Schechter Investment Advisors's portfolio in Q1 2025, its #203 holding.
  • Schechter Investment Advisors first reported a position in SLB Ltd in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's SLB Ltd position peaked at $1.92M in Q3 2023.
  • 1,556 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.