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Sit Investment Associates’s Halliburton HAL Stock Holding History

Sit Investment Associates’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
2018
Q1 		– Sell
-87
Closed -$4K – 571
2017
Q4 		$4K Hold
87
– – ﹤0.01% 586
2017
Q3 		$4K Hold
87
– – ﹤0.01% 599
2017
Q2 		$4K Buy
+87
New +$4K ﹤0.01% 577
2015
Q1 		– Sell
-441,825
Closed -$17.4M – 438
2014
Q4 		$17.4M Buy
441,825
+86,625
+24% +$4.22M 0.29% 110
2014
Q3 		$22.9M Buy
355,200
+36,775
+12% +$2.52M 0.4% 92
2014
Q2 		$22.6M Buy
+318,425
New +$20.4M 0.38% 92

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sit Investment Associates's HAL Position: Q1 2018 in Review

Sit Investment Associates sold out of Halliburton (HAL) in Q1 2018, closing a stake of 87 shares — an estimated $4K sold.

Sit Investment Associates first reported a position in HAL in Q2 2014 and held it in 6 quarters. The position peaked at $22.9M in Q3 2014. 1,020 funds tracked by Wall St. Rank hold HAL as of Q1 2018.

  • Sit Investment Associates reported no remaining Halliburton position as of Q1 2018 after selling out during the quarter.
  • Sit Investment Associates sold 87 Halliburton shares in Q1 2018, an estimated $4K.
  • Sit Investment Associates first reported a position in Halliburton in Q2 2014 and held it in 6 quarters.
  • Sit Investment Associates's Halliburton position peaked at $22.9M in Q3 2014.
  • 1,020 funds tracked by Wall St. Rank held Halliburton as of Q1 2018.

Based on Sit Investment Associates's 13F filing for Q1 2018, filed 20 Apr 2018.