Sterling Investment Advisors (Pennsylvania)’s Halliburton HAL Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q4	–	Sell	-300	Closed	-$4K	–	456
2020 Q3	$4K	Hold	300	–	–	﹤0.01%	390
2020 Q2	$3K	Hold	300	–	–	﹤0.01%	395
2020 Q1	$2K	Hold	300	–	–	﹤0.01%	370
2019 Q4	$7K	Hold	300	–	–	﹤0.01%	356
2019 Q3	$6K	Hold	300	–	–	﹤0.01%	366
2019 Q2	$7K	Sell	300 -400	-57%	-$10.4K	﹤0.01%	367
2019 Q1	$21K	Hold	700	–	–	0.01%	290
2018 Q4	$18K	Hold	700	–	–	0.01%	285
2018 Q3	$28K	Hold	700	–	–	0.01%	282
2018 Q2	$31K	Hold	700	–	–	0.02%	249
2018 Q1	$33K	Hold	700	–	–	0.02%	242
2017 Q4	$34K	Hold	700	–	–	0.02%	220
2017 Q3	$32K	Hold	700	–	–	0.02%	221
2017 Q2	$30K	Sell	700 -630	-47%	-$28.9K	0.02%	218
2017 Q1	$65K	Buy	1,330 +199	+18%	+$10.7K	0.05%	155
2016 Q4	$61K	Buy	+1,131	New	+$56.4K	0.05%	144

Other funds holding HAL

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Sterling Investment Advisors (Pennsylvania)'s HAL Position: Q4 2020 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Halliburton (HAL) in Q4 2020, closing a stake of 300 shares — an estimated $4K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in HAL in Q4 2016 and held it in 16 quarters. The position peaked at $65K in Q1 2017. 698 funds tracked by Wall St. Rank hold HAL as of Q4 2020.

Sterling Investment Advisors (Pennsylvania) reported no remaining Halliburton position as of Q4 2020 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 300 Halliburton shares in Q4 2020, an estimated $4K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Halliburton in Q4 2016 and held it in 16 quarters.
Sterling Investment Advisors (Pennsylvania)'s Halliburton position peaked at $65K in Q1 2017.
698 funds tracked by Wall St. Rank held Halliburton as of Q4 2020.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 21 Jan 2021.