YorkBridge Wealth Partners’s SLB Ltd SLB Stock Holding History

YorkBridge Wealth Partners’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	-5,785	Closed	-$233K	–	179
2019 Q4	$233K	Sell	5,785 -1,822	-24%	-$65.1K	0.11%	167
2019 Q3	$260K	Sell	7,607 -2,669	-26%	-$97.5K	0.13%	147
2019 Q2	$408K	Sell	10,276 -604	-6%	-$24.4K	0.18%	112
2019 Q1	$474K	Buy	10,880 +904	+9%	+$39.1K	0.22%	98
2018 Q4	$360K	Sell	9,976 -2,562	-20%	-$126K	0.19%	115
2018 Q3	$772K	Sell	12,538 -310	-2%	-$20K	0.35%	72
2018 Q2	$861K	Buy	12,848 +2,015	+19%	+$138K	0.38%	71
2018 Q1	$732K	Buy	10,833 +935	+9%	+$65.3K	0.34%	76
2017 Q4	$706K	Buy	9,898 +495	+5%	+$32.1K	0.34%	76
2017 Q3	$656K	Sell	9,403 -1,480	-14%	-$97.8K	0.34%	73
2017 Q2	$729K	Sell	10,883 -229	-2%	-$16.4K	0.39%	70
2017 Q1	$794K	Buy	11,112 +1,588	+17%	+$130K	0.42%	65
2016 Q4	$774K	Buy	+9,524	New	+$781K	0.46%	61

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

YorkBridge Wealth Partners's SLB Position: Q1 2020 in Review

YorkBridge Wealth Partners sold out of SLB Ltd (SLB) in Q1 2020, closing a stake of 5,785 shares — an estimated $233K sold.

YorkBridge Wealth Partners first reported a position in SLB in Q4 2016 and held it in 13 quarters. The position peaked at $861K in Q2 2018. 1,084 funds tracked by Wall St. Rank hold SLB as of Q1 2020.

YorkBridge Wealth Partners reported no remaining SLB Ltd position as of Q1 2020 after selling out during the quarter.
YorkBridge Wealth Partners sold 5,785 SLB Ltd shares in Q1 2020, an estimated $233K.
YorkBridge Wealth Partners first reported a position in SLB Ltd in Q4 2016 and held it in 13 quarters.
YorkBridge Wealth Partners's SLB Ltd position peaked at $861K in Q2 2018.
1,084 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2020.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2020, filed 16 Apr 2020.