Horan Capital Advisors’s Halliburton HAL Stock Holding History

Horan 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
2020 Q4	–	Sell	-200	Closed	-$2K	–	158
2020 Q3	$2K	Buy	+200	New	+$2.9K	﹤0.01%	284
2020 Q1	–	Sell	-200	Closed	-$5K	–	146
2019 Q4	$5K	Hold	200	–	–	﹤0.01%	241
2019 Q3	$4K	Buy	+200	New	+$4.14K	﹤0.01%	252
2019 Q2	–	Sell	-200	Closed	-$6K	–	140
2019 Q1	$6K	Buy	+200	New	+$6.04K	﹤0.01%	230
2017 Q4	–	Sell	-200	Closed	-$9K	–	151
2017 Q3	$9K	Buy	+200	New	+$8.38K	0.01%	261

Other funds holding HAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Horan Capital Advisors's HAL Position: Q4 2020 in Review

Horan Capital Advisors sold out of Halliburton (HAL) in Q4 2020, closing a stake of 200 shares — an estimated $2K sold.

Horan Capital Advisors first reported a position in HAL in Q3 2017 and held it in 5 quarters. The position peaked at $9K in Q3 2017. 698 funds tracked by Wall St. Rank hold HAL as of Q4 2020.

Horan Capital Advisors reported no remaining Halliburton position as of Q4 2020 after selling out during the quarter.
Horan Capital Advisors sold 200 Halliburton shares in Q4 2020, an estimated $2K.
Horan Capital Advisors first reported a position in Halliburton in Q3 2017 and held it in 5 quarters.
Horan Capital Advisors's Halliburton position peaked at $9K in Q3 2017.
698 funds tracked by Wall St. Rank held Halliburton as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.