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Sheets Smith Wealth Management’s SLB Ltd SLB Stock Holding History

Sheets Smith Wealth 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
2023
Q4 		– Sell
-9,847
Closed -$574K – 470
2023
Q3 		$574K Buy
9,847
+1,900
+24% +$110K 0.09% 185
2023
Q2 		$390K Buy
7,947
+1,271
+19% +$60.6K 0.06% 238
2023
Q1 		$328K Buy
+6,676
New +$354K 0.05% 256
2022
Q2 		– Sell
-14,141
Closed -$584K – 338
2022
Q1 		$584K Buy
+14,141
New +$554K 0.08% 194
2016
Q1 		– Sell
-44,890
Closed -$3.13M – 257
2015
Q4 		$3.13M Buy
44,890
+700
+2% +$52.4K 0.95% 24
2015
Q3 		$3.05M Buy
44,190
+90
+0.2% +$7.13K 1.03% 24
2015
Q2 		$3.8M Hold
44,100
– – 1.04% 23
2015
Q1 		$3.68M Sell
44,100
-9,980
-18% -$831K 1.02% 20
2014
Q4 		$4.62M Sell
54,080
-400
-0.7% -$36.8K 1.21% 16
2014
Q3 		$5.54M Sell
54,480
-11,024
-17% -$1.2M 1.51% 11
2014
Q2 		$7.73M Buy
65,504
+11,024
+20% +$1.14M 2.07% 5
2014
Q1 		$5.31M Sell
54,480
-44
-0.1% -$3.98K 1.49% 12
2013
Q4 		$4.91M Hold
54,524
– – 1.36% 14
2013
Q3 		$4.82M Buy
54,524
+494
+0.9% +$40.6K 1.57% 11
2013
Q2 		$3.87M Buy
+54,030
New +$4M 1.31% 15

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sheets Smith Wealth Management's SLB Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of SLB Ltd (SLB) in Q4 2023, closing a stake of 9,847 shares — an estimated $574K sold.

Sheets Smith Wealth Management first reported a position in SLB in Q2 2013 and held it in 15 quarters. The position peaked at $7.73M in Q2 2014. 1,525 funds tracked by Wall St. Rank hold SLB as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining SLB Ltd position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 9,847 SLB Ltd shares in Q4 2023, an estimated $574K.
  • Sheets Smith Wealth Management first reported a position in SLB Ltd in Q2 2013 and held it in 15 quarters.
  • Sheets Smith Wealth Management's SLB Ltd position peaked at $7.73M in Q2 2014.
  • 1,525 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.