JPLA
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Joseph P. Lucia & Associates’s Halliburton HAL Stock Holding History

Joseph P. Lucia & Associates’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
Q3 		– Sell
-1,230
Closed -$16K – 228
2020
Q2 		$16K Buy
1,230
+750
+156% +$8.08K 0.01% 260
2020
Q1 		$3K Buy
480
+45
+10% +$783 ﹤0.01% 373
2019
Q4 		$11K Buy
435
+185
+74% +$3.9K 0.01% 306
2019
Q3 		$5K Hold
250
– – 0.01% 363
2019
Q2 		$6K Sell
250
-7,572
-97% -$197K 0.01% 350
2019
Q1 		$250 Buy
+7,822
New +$236K 0.02% 206

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Joseph P. Lucia & Associates's HAL Position: Q3 2020 in Review

Joseph P. Lucia & Associates sold out of Halliburton (HAL) in Q3 2020, closing a stake of 1,230 shares — an estimated $16K sold.

Joseph P. Lucia & Associates first reported a position in HAL in Q1 2019 and held it in 6 quarters. The position peaked at $16K in Q2 2020. 678 funds tracked by Wall St. Rank hold HAL as of Q3 2020.

  • Joseph P. Lucia & Associates reported no remaining Halliburton position as of Q3 2020 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 1,230 Halliburton shares in Q3 2020, an estimated $16K.
  • Joseph P. Lucia & Associates first reported a position in Halliburton in Q1 2019 and held it in 6 quarters.
  • Joseph P. Lucia & Associates's Halliburton position peaked at $16K in Q2 2020.
  • 678 funds tracked by Wall St. Rank held Halliburton as of Q3 2020.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2020, filed 20 Oct 2020.