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YHB Investment Advisors’s SLB Ltd SLB Stock Holding History

YHB Investment Advisors’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
-10,301
Closed -$414K – 182
2019
Q4 		$414K Sell
10,301
-273
-3% -$9.75K 0.06% 137
2019
Q3 		$361K Sell
10,574
-1,172
-10% -$42.8K 0.06% 147
2019
Q2 		$467K Sell
11,746
-30,413
-72% -$1.23M 0.07% 140
2019
Q1 		$1.84M Sell
42,159
-2,734
-6% -$118K 0.29% 92
2018
Q4 		$1.62M Sell
44,893
-16,290
-27% -$804K 0.29% 89
2018
Q3 		$3.73M Sell
61,183
-7,471
-11% -$481K 0.56% 56
2018
Q2 		$4.6M Sell
68,654
-1,087
-2% -$74.6K 0.75% 40
2018
Q1 		$4.52M Buy
69,741
+1,628
+2% +$114K 0.77% 39
2017
Q4 		$4.59M Sell
68,113
-3,439
-5% -$223K 0.78% 40
2017
Q3 		$4.99M Sell
71,552
-11,192
-14% -$740K 0.89% 32
2017
Q2 		$5.45M Buy
82,744
+6,185
+8% +$443K 0.93% 31
2017
Q1 		$5.56M Buy
76,559
+1,765
+2% +$144K 1.07% 30
2016
Q4 		$6.28M Buy
74,794
+3,768
+5% +$309K 1.31% 23
2016
Q3 		$5.58M Sell
71,026
-943
-1% -$74.9K 1.35% 22
2016
Q2 		$5.69M Buy
71,969
+5,801
+9% +$445K 1.25% 27
2016
Q1 		$4.88M Sell
66,168
-4,176
-6% -$294K 1.32% 27
2015
Q4 		$4.91M Sell
70,344
-833
-1% -$62.4K 1.11% 31
2015
Q3 		$4.91M Sell
71,177
-333
-0.5% -$26.4K 1.16% 28
2015
Q2 		$6.16M Buy
71,510
+2,427
+4% +$219K 1.34% 21
2015
Q1 		$5.76M Buy
69,083
+2,093
+3% +$174K 1.29% 22
2014
Q4 		$5.72M Buy
66,990
+1,544
+2% +$142K 1.31% 22
2014
Q3 		$6.66M Buy
65,446
+375
+0.6% +$40.9K 1.6% 16
2014
Q2 		$7.67M Buy
65,071
+416
+0.6% +$42.9K 1.85% 12
2014
Q1 		$6.3M Buy
64,655
+4,629
+8% +$419K 1.6% 15
2013
Q4 		$5.41M Buy
60,026
+1,000
+2% +$90.3K 1.45% 19
2013
Q3 		$5.22M Buy
59,026
+219
+0.4% +$18K 1.54% 16
2013
Q2 		$4.21M Buy
+58,807
New +$4.35M 1.31% 22

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

YHB Investment Advisors's SLB Position: Q1 2020 in Review

YHB Investment Advisors sold out of SLB Ltd (SLB) in Q1 2020, closing a stake of 10,301 shares — an estimated $414K sold.

YHB Investment Advisors first reported a position in SLB in Q2 2013 and held it in 27 quarters. The position peaked at $7.67M in Q2 2014. 1,084 funds tracked by Wall St. Rank hold SLB as of Q1 2020.

  • YHB Investment Advisors reported no remaining SLB Ltd position as of Q1 2020 after selling out during the quarter.
  • YHB Investment Advisors sold 10,301 SLB Ltd shares in Q1 2020, an estimated $414K.
  • YHB Investment Advisors first reported a position in SLB Ltd in Q2 2013 and held it in 27 quarters.
  • YHB Investment Advisors's SLB Ltd position peaked at $7.67M in Q2 2014.
  • 1,084 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2020.

Based on YHB Investment Advisors's 13F filing for Q1 2020, filed 16 Apr 2020.