UF
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Univest Financial’s SLB Ltd SLB Stock Holding History

Univest Financial’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
2020
Q1 		– Sell
-30,656
Closed -$2.57M – 131
2019
Q4 		$2.57M Sell
30,656
-19,079
-38% -$681K 1.09% 50
2019
Q3 		$1.7M Buy
49,735
+1,832
+4% +$67K 0.54% 52
2019
Q2 		$1.9M Buy
47,903
+2,005
+4% +$80.8K 0.6% 53
2019
Q1 		$2M Buy
45,898
+24,340
+113% +$1.05M 0.66% 53
2018
Q4 		$778K Sell
21,558
-14,675
-41% -$724K 0.29% 64
2018
Q3 		$2.21M Sell
36,233
-148
-0.4% -$9.53K 0.67% 55
2018
Q2 		$2.44M Sell
36,381
-1,518
-4% -$104K 0.98% 50
2018
Q1 		$2.46M Buy
37,899
+2,907
+8% +$203K 1.06% 45
2017
Q4 		$2.36M Sell
34,992
-729
-2% -$47.2K 0.95% 49
2017
Q3 		$2.49M Buy
35,721
+1,572
+5% +$104K 1.05% 46
2017
Q2 		$2.25M Buy
34,149
+331
+1% +$23.7K 0.95% 49
2017
Q1 		$2.64M Buy
33,818
+3,162
+10% +$259K 1.16% 47
2016
Q4 		$2.57M Sell
30,656
-1,133
-4% -$92.9K 1.09% 50
2016
Q3 		$2.5M Buy
31,789
+467
+1% +$37.1K 1.13% 50
2016
Q2 		$2.48M Sell
31,322
-461
-1% -$35.3K 1.13% 48
2016
Q1 		$2.34M Buy
31,783
+2,964
+10% +$208K 1.07% 50
2015
Q4 		$2.01M Sell
28,819
-110
-0.4% -$8.24K 0.92% 51
2015
Q3 		$2M Sell
28,929
-1,389
-5% -$110K 0.98% 51
2015
Q2 		$2.61M Sell
30,318
-569
-2% -$51.3K 1.2% 45
2015
Q1 		$2.58M Buy
30,887
+273
+0.9% +$22.7K 1.16% 49
2014
Q4 		$2.62M Buy
30,614
+1,224
+4% +$113K 1.15% 47
2014
Q3 		$2.99M Sell
29,390
-95
-0.3% -$10.4K 1.4% 35
2014
Q2 		$3.48M Sell
29,485
-367
-1% -$37.8K 1.64% 24
2014
Q1 		$2.91M Sell
29,852
-4,776
-14% -$432K 1.45% 36
2013
Q4 		$3.12M Sell
34,628
-2,457
-7% -$222K 1.54% 26
2013
Q3 		$3.28M Sell
37,085
-625
-2% -$51.4K 1.75% 19
2013
Q2 		$2.7M Buy
+37,710
New +$2.79M 1.48% 38

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Univest Financial's SLB Position: Q1 2020 in Review

Univest Financial sold out of SLB Ltd (SLB) in Q1 2020, closing a stake of 30,656 shares — an estimated $2.57M sold.

Univest Financial first reported a position in SLB in Q2 2013 and held it in 27 quarters. The position peaked at $3.48M in Q2 2014. 1,084 funds tracked by Wall St. Rank hold SLB as of Q1 2020.

  • Univest Financial reported no remaining SLB Ltd position as of Q1 2020 after selling out during the quarter.
  • Univest Financial sold 30,656 SLB Ltd shares in Q1 2020, an estimated $2.57M.
  • Univest Financial first reported a position in SLB Ltd in Q2 2013 and held it in 27 quarters.
  • Univest Financial's SLB Ltd position peaked at $3.48M in Q2 2014.
  • 1,084 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2020.

Based on Univest Financial's 13F filing for Q1 2020, filed 5 May 2020.