Berman Capital Advisors’s Halliburton HAL Stock Holding History

Berman Capital Advisors’s Portfolio HAL Stock Details HAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$101K	Buy	4,717 +570	+14%	+$11.7K	0.02%	437
2021 Q2	$95K	Buy	4,147 +38	+0.9%	+$844	0.02%	394
2021 Q1	$88K	Buy	4,109 +336	+9%	+$7.03K	0.02%	338
2020 Q4	$71K	Buy	3,773 +1,393	+59%	+$21.6K	0.02%	323
2020 Q3	$28K	Sell	2,380 -19,901	-89%	-$288K	0.01%	493
2020 Q2	$288K	Buy	22,281 +21,153	+1,875%	+$228K	0.08%	98
2020 Q1	$7K	Sell	1,128 -2,291	-67%	-$39.9K	﹤0.01%	769
2019 Q4	$83K	Buy	3,419 +614	+22%	+$12.9K	0.02%	251
2019 Q3	$52K	Buy	2,805 +1,769	+171%	+$36.6K	0.02%	293
2019 Q2	$23K	Sell	1,036 -217	-17%	-$5.63K	0.01%	475
2019 Q1	$36K	Buy	1,253 +395	+46%	+$11.9K	0.01%	328
2018 Q4	$22K	Buy	+858	New	+$28.9K	0.01%	372

Other funds holding HAL

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Berman Capital Advisors's HAL Position: Q3 2021 in Review

Berman Capital Advisors increased its Halliburton (HAL) stake by 14% in Q3 2021, buying an estimated $11.7K and bringing the position to 4,717 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #437.

Berman Capital Advisors first reported a position in HAL in Q4 2018 and has held it in 12 quarters since. The position peaked at $288K in Q2 2020. 667 funds tracked by Wall St. Rank hold HAL as of Q3 2021.

Berman Capital Advisors held 4,717 shares of Halliburton worth $101K as of Q3 2021.
Berman Capital Advisors bought 570 Halliburton shares in Q3 2021, an estimated $11.7K.
Halliburton made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #437 holding.
Berman Capital Advisors first reported a position in Halliburton in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Halliburton position peaked at $288K in Q2 2020.
667 funds tracked by Wall St. Rank held Halliburton as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.