Security National Trust’s Halliburton HAL Stock Holding History

Security National Trust’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 Q2	–	Sell	-87	Closed	-$1K	–	441
2020 Q1	$1K	Buy	+87	New	+$1.51K	﹤0.01%	459
2014 Q3	–	Sell	-200	Closed	-$14K	–	529
2014 Q2	$14K	Hold	200	–	–	0.01%	378
2014 Q1	$12K	Hold	200	–	–	﹤0.01%	393
2013 Q4	$10K	Hold	200	–	–	﹤0.01%	411
2013 Q3	$10K	Hold	200	–	–	﹤0.01%	391
2013 Q2	$8K	Buy	+200	New	+$8.36K	﹤0.01%	396

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

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

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

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

Pzena Investment Management New York $34.1B AUM 23.81% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Security National Trust's HAL Position: Q2 2020 in Review

Security National Trust sold out of Halliburton (HAL) in Q2 2020, closing a stake of 87 shares — an estimated $1K sold.

Security National Trust first reported a position in HAL in Q2 2013 and held it in 6 quarters. The position peaked at $14K in Q2 2014. 652 funds tracked by Wall St. Rank hold HAL as of Q2 2020.

Security National Trust reported no remaining Halliburton position as of Q2 2020 after selling out during the quarter.
Security National Trust sold 87 Halliburton shares in Q2 2020, an estimated $1K.
Security National Trust first reported a position in Halliburton in Q2 2013 and held it in 6 quarters.
Security National Trust's Halliburton position peaked at $14K in Q2 2014.
652 funds tracked by Wall St. Rank held Halliburton as of Q2 2020.

Based on Security National Trust's 13F filing for Q2 2020, filed 13 Aug 2020.