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Mark Sheptoff Financial Planning’s Halliburton HAL Stock Holding History

Mark Sheptoff Financial Planning’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
-100
Closed -$1K – 363
2020
Q3 		$1K Buy
+100
New +$1.45K ﹤0.01% 314
2015
Q3 		– Sell
-18
Closed -$1K – 419
2015
Q2 		$1K Buy
+18
New +$829 ﹤0.01% 357
2014
Q4 		– Sell
-3,100
Closed -$200K – 329
2014
Q3 		$200K Buy
3,100
+600
+24% +$41.1K 0.18% 102
2014
Q2 		$178K Hold
2,500
– – 0.15% 103
2014
Q1 		$147K Buy
+2,500
New +$134K 0.13% 114

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Mark Sheptoff Financial Planning's HAL Position: Q4 2020 in Review

Mark Sheptoff Financial Planning sold out of Halliburton (HAL) in Q4 2020, closing a stake of 100 shares — an estimated $1K sold.

Mark Sheptoff Financial Planning first reported a position in HAL in Q1 2014 and held it in 5 quarters. The position peaked at $200K in Q3 2014. 697 funds tracked by Wall St. Rank hold HAL as of Q4 2020.

  • Mark Sheptoff Financial Planning reported no remaining Halliburton position as of Q4 2020 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 100 Halliburton shares in Q4 2020, an estimated $1K.
  • Mark Sheptoff Financial Planning first reported a position in Halliburton in Q1 2014 and held it in 5 quarters.
  • Mark Sheptoff Financial Planning's Halliburton position peaked at $200K in Q3 2014.
  • 697 funds tracked by Wall St. Rank held Halliburton as of Q4 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2020, filed 11 Feb 2021.