Sargent Bickham Lagudis’s Halliburton HAL Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$3.62M	Sell	91,931 -4,844	-5%	-$171K	0.3%	72
2022 Q3	$2.38M	Buy	96,775 +18,481	+24%	+$529K	0.21%	93
2022 Q2	$2.46M	Buy	78,294 +19,355	+33%	+$722K	0.21%	101
2022 Q1	$2.23M	Buy	58,939 +58,838	+58,255%	+$1.9M	0.17%	101
2021 Q4	$2K	Hold	101	–	–	﹤0.01%	882
2021 Q3	$2K	Sell	101 -100	-50%	-$2.05K	﹤0.01%	886
2021 Q2	$5K	Buy	201 +1	+0.5%	+$22	﹤0.01%	797
2021 Q1	$4K	Hold	200	–	–	﹤0.01%	812
2020 Q4	$4K	Hold	200	–	–	﹤0.01%	758
2020 Q3	$2K	Hold	200	–	–	﹤0.01%	729
2020 Q2	$3K	Hold	200	–	–	﹤0.01%	684
2020 Q1	$1K	Sell	200 -81	-29%	-$1.41K	﹤0.01%	741
2019 Q4	$7K	Buy	281 +81	+41%	+$1.71K	﹤0.01%	654
2019 Q3	$4K	Hold	200	–	–	﹤0.01%	642
2019 Q2	$5K	Sell	200 -600	-75%	-$15.6K	﹤0.01%	660
2019 Q1	$23K	Hold	800	–	–	﹤0.01%	492
2018 Q4	$21K	Hold	800	–	–	﹤0.01%	478
2018 Q3	$32K	Sell	800 -130	-14%	-$5.38K	﹤0.01%	432
2018 Q2	$42K	Hold	930	–	–	0.01%	382
2018 Q1	$44K	Hold	930	–	–	0.01%	378
2017 Q4	$45K	Hold	930	–	–	0.01%	388
2017 Q3	$43K	Hold	930	–	–	0.01%	394
2017 Q2	$40K	Sell	930 -132	-12%	-$6.06K	0.01%	392
2017 Q1	$52K	Hold	1,062	–	–	0.01%	354
2016 Q4	$57K	Hold	1,062	–	–	0.01%	320
2016 Q3	$48K	Hold	1,062	–	–	0.01%	351
2016 Q2	$48K	Hold	1,062	–	–	0.01%	342
2016 Q1	$38K	Buy	+1,062	New	+$34.7K	0.01%	400

Other funds holding HAL

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Sargent Bickham Lagudis's HAL Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Halliburton (HAL) stake by 5% in Q4 2022, selling an estimated $171K and leaving 91,931 shares worth $3.62M. The position accounts for 0.3% of the portfolio, ranked #72.

Sargent Bickham Lagudis first reported a position in HAL in Q1 2016 and has held it in 28 quarters since. 943 funds tracked by Wall St. Rank hold HAL as of Q4 2022.

Sargent Bickham Lagudis held 91,931 shares of Halliburton worth $3.62M as of Q4 2022.
Sargent Bickham Lagudis sold 4,844 Halliburton shares in Q4 2022, an estimated $171K.
Halliburton made up 0.3% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #72 holding.
Sargent Bickham Lagudis first reported a position in Halliburton in Q1 2016 and has held it in 28 quarters since.
943 funds tracked by Wall St. Rank held Halliburton as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.