Sugarloaf Wealth Management’s SLB Ltd SLB Stock Holding History

Sugarloaf 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
2024 Q4	–	Sell	-52	Closed	-$2.18K	–	711
2024 Q3	$2.18K	Buy	+52	New	+$2.31K	﹤0.01%	617
2023 Q2	–	Sell	-26	Closed	-$1.28K	–	710
2023 Q1	$1.28K	Hold	26	–	–	﹤0.01%	634
2022 Q4	$1.39K	Hold	26	–	–	﹤0.01%	693
2022 Q3	$1K	Hold	26	–	–	﹤0.01%	796
2022 Q2	$1K	Sell	26 -577	-96%	-$24.1K	﹤0.01%	759
2022 Q1	$25K	Buy	603 +551	+1,060%	+$21.6K	0.01%	380
2021 Q4	$2K	Hold	52	–	–	﹤0.01%	688
2021 Q3	$2K	Hold	52	–	–	﹤0.01%	694
2021 Q2	$2K	Sell	52 -150	-74%	-$4.61K	﹤0.01%	690
2021 Q1	$5	Buy	202 +150	+288%	+$3.95K	﹤0.01%	595
2020 Q4	$1K	Hold	52	–	–	﹤0.01%	691
2020 Q3	$1K	Hold	52	–	–	﹤0.01%	650
2020 Q2	$1K	Sell	52 -263	-83%	-$4.61K	﹤0.01%	651
2020 Q1	$4K	Buy	315 +86	+38%	+$2.49K	﹤0.01%	548
2019 Q4	$9K	Buy	+229	New	+$8.18K	﹤0.01%	480

Other funds holding SLB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sugarloaf Wealth Management's SLB Position: Q4 2024 in Review

Sugarloaf Wealth Management sold out of SLB Ltd (SLB) in Q4 2024, closing a stake of 52 shares — an estimated $2.18K sold.

Sugarloaf Wealth Management first reported a position in SLB in Q4 2019 and held it in 15 quarters. The position peaked at $25K in Q1 2022. 1,528 funds tracked by Wall St. Rank hold SLB as of Q4 2024.

Sugarloaf Wealth Management reported no remaining SLB Ltd position as of Q4 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 52 SLB Ltd shares in Q4 2024, an estimated $2.18K.
Sugarloaf Wealth Management first reported a position in SLB Ltd in Q4 2019 and held it in 15 quarters.
Sugarloaf Wealth Management's SLB Ltd position peaked at $25K in Q1 2022.
1,528 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.