SWM
SLB icon

SVA Wealth Management’s SLB Ltd SLB Stock Holding History

SVA 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
2019
Q4 		– Sell
-36,024
Closed -$1.23M – 211
2019
Q3 		$1.23M Sell
36,024
-4,657
-11% -$170K 0.12% 113
2019
Q2 		$1.62M Sell
40,681
-3,040
-7% -$123K 0.16% 103
2019
Q1 		$1.91M Buy
43,721
+13,533
+45% +$585K 0.18% 96
2018
Q4 		$1.09M Sell
30,188
-14,684
-33% -$725K 0.12% 115
2018
Q3 		$2.73M Buy
44,872
+1,296
+3% +$83.4K 0.28% 75
2018
Q2 		$2.92M Sell
43,576
-12,344
-22% -$848K 0.32% 69
2018
Q1 		$3.9M Buy
55,920
+19,444
+53% +$1.36M 0.48% 58
2017
Q4 		$2.46M Sell
36,476
-19,444
-35% -$1.26M 0.29% 83
2017
Q3 		$3.9M Buy
55,920
+8,736
+19% +$578K 0.48% 58
2017
Q2 		$3.11M Sell
47,184
-2,966
-6% -$213K 0.4% 71
2017
Q1 		$3.92M Buy
50,150
+2,839
+6% +$232K 0.53% 57
2016
Q4 		$3.97M Buy
47,311
+4,207
+10% +$345K 0.59% 55
2016
Q3 		$3.39M Buy
43,104
+2,482
+6% +$197K 0.53% 61
2016
Q2 		$3.21M Sell
40,622
-466
-1% -$35.7K 0.52% 61
2016
Q1 		$3.03M Buy
41,088
+889
+2% +$62.5K 0.5% 62
2015
Q4 		$2.8M Sell
40,199
-3,143
-7% -$235K 0.49% 67
2015
Q3 		$2.99M Buy
43,342
+1,762
+4% +$139K 0.56% 62
2015
Q2 		$3.58M Buy
41,580
+107
+0.3% +$9.65K 0.66% 55
2015
Q1 		$3.46M Buy
41,473
+36,087
+670% +$3M 0.63% 58
2014
Q4 		$460K Buy
5,386
+434
+9% +$39.9K 0.17% 119
2014
Q3 		$504K Buy
4,952
+256
+5% +$27.9K 0.21% 98
2014
Q2 		$554K Buy
4,696
+515
+12% +$53.1K 0.24% 95
2014
Q1 		$408K Buy
4,181
+942
+29% +$85.2K 0.19% 103
2013
Q4 		$292K Buy
+3,239
New +$292K 0.17% 118

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

SVA Wealth Management's SLB Position: Q4 2019 in Review

SVA Wealth Management sold out of SLB Ltd (SLB) in Q4 2019, closing a stake of 36,024 shares — an estimated $1.23M sold.

SVA Wealth Management first reported a position in SLB in Q4 2013 and held it in 24 quarters. The position peaked at $3.97M in Q4 2016. 1,353 funds tracked by Wall St. Rank hold SLB as of Q4 2019.

  • SVA Wealth Management reported no remaining SLB Ltd position as of Q4 2019 after selling out during the quarter.
  • SVA Wealth Management sold 36,024 SLB Ltd shares in Q4 2019, an estimated $1.23M.
  • SVA Wealth Management first reported a position in SLB Ltd in Q4 2013 and held it in 24 quarters.
  • SVA Wealth Management's SLB Ltd position peaked at $3.97M in Q4 2016.
  • 1,353 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2019.

Based on SVA Wealth Management's 13F filing for Q4 2019, filed 11 Feb 2020.