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Simon Quick Advisors’s Halliburton HAL Stock Holding History

Simon Quick 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
2021
Q4 		– Sell
-223
Closed -$4K – 388
2021
Q3 		$4K Buy
223
+145
+186% +$2.97K ﹤0.01% 383
2021
Q2 		$1K Buy
+78
New +$1.73K ﹤0.01% 428
2020
Q2 		– Sell
-117
Closed -$1K – 467
2020
Q1 		$1K Sell
117
-251
-68% -$4.37K ﹤0.01% 449
2019
Q4 		$9K Buy
+368
New +$7.76K ﹤0.01% 410
2017
Q2 		– Sell
-253
Closed -$12K – 326
2017
Q1 		$12K Sell
253
-626
-71% -$33.7K 0.01% 247
2016
Q4 		$48K Buy
+879
New +$43.8K 0.04% 160

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return