SSWM
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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 $5.7T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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