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Zimmermann Investment Management & Planning’s SLB Ltd SLB Stock Holding History

Zimmermann Investment Management & Planning’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
Q3 		– Sell
-4,306
Closed -$203K – 155
2024
Q2 		$203K Sell
4,306
-3,500
-45% -$169K 0.07% 129
2024
Q1 		$428K Buy
7,806
+2,728
+54% +$138K 0.15% 92
2023
Q4 		$264K Buy
+5,078
New +$276K 0.11% 104

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Zimmermann Investment Management & Planning's SLB Position: Q3 2024 in Review

Zimmermann Investment Management & Planning sold out of SLB Ltd (SLB) in Q3 2024, closing a stake of 4,306 shares — an estimated $203K sold.

Zimmermann Investment Management & Planning first reported a position in SLB in Q4 2023 and held it in 3 quarters. The position peaked at $428K in Q1 2024. 1,472 funds tracked by Wall St. Rank hold SLB as of Q3 2024.

  • Zimmermann Investment Management & Planning reported no remaining SLB Ltd position as of Q3 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 4,306 SLB Ltd shares in Q3 2024, an estimated $203K.
  • Zimmermann Investment Management & Planning first reported a position in SLB Ltd in Q4 2023 and held it in 3 quarters.
  • Zimmermann Investment Management & Planning's SLB Ltd position peaked at $428K in Q1 2024.
  • 1,472 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q3 2024, filed 24 Oct 2024.