SFP
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Sterling Financial Planning’s SLB Ltd SLB Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-300
Closed -$9K – 337
2021
Q3 		$9K Hold
300
– – 0.01% 330
2021
Q2 		$10K Hold
300
– – 0.01% 297
2021
Q1 		$8K Hold
300
– – 0.01% 290
2020
Q4 		$7K Buy
+300
New +$5.66K 0.01% 282

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 $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sterling Financial Planning's SLB Position: Q4 2021 in Review

Sterling Financial Planning sold out of SLB Ltd (SLB) in Q4 2021, closing a stake of 300 shares — an estimated $9K sold.

Sterling Financial Planning first reported a position in SLB in Q4 2020 and held it in 4 quarters. The position peaked at $10K in Q2 2021. 1,174 funds tracked by Wall St. Rank hold SLB as of Q4 2021.

  • Sterling Financial Planning reported no remaining SLB Ltd position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 300 SLB Ltd shares in Q4 2021, an estimated $9K.
  • Sterling Financial Planning first reported a position in SLB Ltd in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's SLB Ltd position peaked at $10K in Q2 2021.
  • 1,174 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.