Squar Milner Financial Services’s Halliburton HAL Stock Holding History

Squar Milner Financial Services’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	-4,635	Closed	-$31K	–	417
2020 Q1	$31K	Buy	4,635 +106	+2%	+$1.84K	0.02%	406
2019 Q4	$110K	Buy	+4,529	New	+$95.5K	0.05%	306
2019 Q3	–	Sell	-3,576	Closed	-$81K	–	419
2019 Q2	$81K	Buy	3,576 +160	+5%	+$4.15K	0.05%	298
2019 Q1	$100K	Buy	3,416 +150	+5%	+$4.53K	0.07%	255
2018 Q4	$87K	Buy	3,266 +138	+4%	+$4.66K	0.08%	237
2018 Q3	$127K	Buy	3,128 +241	+8%	+$9.97K	0.11%	213
2018 Q2	$130K	Buy	+2,887	New	+$144K	0.11%	215

Other funds holding HAL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Squar Milner Financial Services's HAL Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Halliburton (HAL) in Q2 2020, closing a stake of 4,635 shares — an estimated $31K sold.

Squar Milner Financial Services first reported a position in HAL in Q2 2018 and held it in 7 quarters. The position peaked at $130K in Q2 2018. 652 funds tracked by Wall St. Rank hold HAL as of Q2 2020.

Squar Milner Financial Services reported no remaining Halliburton position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 4,635 Halliburton shares in Q2 2020, an estimated $31K.
Squar Milner Financial Services first reported a position in Halliburton in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Halliburton position peaked at $130K in Q2 2018.
652 funds tracked by Wall St. Rank held Halliburton as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.