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Rational Advisors’s Halliburton HAL Stock Holding History

Rational 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
-1,440
Closed -$17K – 372
2020
Q3 		$17K Sell
1,440
-570
-28% -$8.25K 0.01% 238
2020
Q2 		$26K Buy
+2,010
New +$21.7K 0.01% 248
2020
Q1 		– Sell
-27
Closed -$1K – 309
2019
Q4 		$1K Sell
27
-2,709
-99% -$57.1K ﹤0.01% 527
2019
Q3 		$52K Buy
2,736
+247
+10% +$5.11K 0.02% 355
2019
Q2 		$57K Buy
2,489
+2,274
+1,058% +$59K 0.02% 326
2019
Q1 		$6K Sell
215
-3,256
-94% -$98.3K ﹤0.01% 446
2018
Q4 		$92K Buy
3,471
+3,459
+28,825% +$117K 0.03% 237
2018
Q3 		$0 Sell
12
-21
-64% -$869 ﹤0.01% 535
2018
Q2 		$1K Sell
33
-30
-48% -$1.49K ﹤0.01% 468
2018
Q1 		$3K Buy
+63
New +$3.11K ﹤0.01% 447
2016
Q2 		– Sell
-6,000
Closed -$214K – 226
2016
Q1 		$214K Buy
+6,000
New +$196K 0.14% 141
2015
Q3 		$336K Sell
9,500
-2,400
-20% -$94.4K 0.14% 141
2015
Q2 		$513K Sell
11,900
-58,700
-83% -$2.7M 0.17% 137
2015
Q1 		$3.1M Buy
70,600
+51,480
+269% +$2.15M 0.75% 40
2014
Q4 		$752K Buy
+19,120
New +$931K 0.15% 157
2013
Q4 		$2.89M Buy
56,880
+68
+0.1% +$3.52K 0.25% 136
2013
Q3 		$2.73M Sell
56,812
-100
-0.2% -$4.68K 0.21% 148
2013
Q2 		$2.37M Buy
+56,912
New +$2.38M 0.2% 176

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

Rational Advisors's HAL Position: Q4 2020 in Review

Rational Advisors sold out of Halliburton (HAL) in Q4 2020, closing a stake of 1,440 shares — an estimated $17K sold.

Rational Advisors first reported a position in HAL in Q2 2013 and held it in 18 quarters. The position peaked at $3.1M in Q1 2015. 698 funds tracked by Wall St. Rank hold HAL as of Q4 2020.

  • Rational Advisors reported no remaining Halliburton position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 1,440 Halliburton shares in Q4 2020, an estimated $17K.
  • Rational Advisors first reported a position in Halliburton in Q2 2013 and held it in 18 quarters.
  • Rational Advisors's Halliburton position peaked at $3.1M in Q1 2015.
  • 698 funds tracked by Wall St. Rank held Halliburton as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.