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Stonebridge Financial Planning Group’s SLB Ltd SLB Stock Holding History

Stonebridge Financial Planning Group’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
Q4 		– Sell
-4,990
Closed -$209K – 163
2024
Q3 		$209K Sell
4,990
-1,000
-17% -$44.5K 0.1% 153
2024
Q2 		$283K Sell
5,990
-400
-6% -$19.3K 0.14% 140
2024
Q1 		$350K Sell
6,390
-550
-8% -$27.7K 0.19% 124
2023
Q4 		$361K Sell
6,940
-900
-11% -$48.9K 0.21% 115
2023
Q3 		$457K Sell
7,840
-300
-4% -$17.4K 0.29% 87
2023
Q2 		$400K Buy
8,140
+200
+3% +$9.54K 0.24% 93
2023
Q1 		$390K Buy
7,940
+2,590
+48% +$138K 0.25% 93
2022
Q4 		$286K Buy
+5,350
New +$266K 0.19% 105

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Stonebridge Financial Planning Group's SLB Position: Q4 2024 in Review

Stonebridge Financial Planning Group sold out of SLB Ltd (SLB) in Q4 2024, closing a stake of 4,990 shares — an estimated $209K sold.

Stonebridge Financial Planning Group first reported a position in SLB in Q4 2022 and held it in 8 quarters. The position peaked at $457K in Q3 2023. 1,528 funds tracked by Wall St. Rank hold SLB as of Q4 2024.

  • Stonebridge Financial Planning Group reported no remaining SLB Ltd position as of Q4 2024 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 4,990 SLB Ltd shares in Q4 2024, an estimated $209K.
  • Stonebridge Financial Planning Group first reported a position in SLB Ltd in Q4 2022 and held it in 8 quarters.
  • Stonebridge Financial Planning Group's SLB Ltd position peaked at $457K in Q3 2023.
  • 1,528 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2024.

Based on Stonebridge Financial Planning Group's 13F filing for Q4 2024, filed 18 Feb 2025.