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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 – 387
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 – 325
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 $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Simon Quick Advisors's HAL Position: Q4 2021 in Review

Simon Quick Advisors sold out of Halliburton (HAL) in Q4 2021, closing a stake of 223 shares — an estimated $4K sold.

Simon Quick Advisors first reported a position in HAL in Q4 2016 and held it in 6 quarters. The position peaked at $48K in Q4 2016. 731 funds tracked by Wall St. Rank hold HAL as of Q4 2021.

  • Simon Quick Advisors reported no remaining Halliburton position as of Q4 2021 after selling out during the quarter.
  • Simon Quick Advisors sold 223 Halliburton shares in Q4 2021, an estimated $4K.
  • Simon Quick Advisors first reported a position in Halliburton in Q4 2016 and held it in 6 quarters.
  • Simon Quick Advisors's Halliburton position peaked at $48K in Q4 2016.
  • 731 funds tracked by Wall St. Rank held Halliburton as of Q4 2021.

Based on Simon Quick Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.