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tru Independence’s Halliburton HAL Stock Holding History

tru Independence’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
Q1 		– Sell
-30
Closed -$1 – 471
2020
Q4 		$1 Buy
+30
New +$466 ﹤0.01% 691
2020
Q3 		– Sell
-1,200
Closed -$16K – 555
2020
Q2 		$16K Sell
1,200
-700
-37% -$7.54K ﹤0.01% 534
2020
Q1 		$13K Hold
1,900
– – ﹤0.01% 411
2019
Q4 		$13K Buy
+1,900
New +$40K ﹤0.01% 530

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 $3.38T AUM 44.17% 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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

tru Independence's HAL Position: Q1 2021 in Review

tru Independence sold out of Halliburton (HAL) in Q1 2021, closing a stake of 30 shares — an estimated $1 sold.

tru Independence first reported a position in HAL in Q4 2019 and held it in 4 quarters. The position peaked at $16K in Q2 2020. 677 funds tracked by Wall St. Rank hold HAL as of Q1 2021.

  • tru Independence reported no remaining Halliburton position as of Q1 2021 after selling out during the quarter.
  • tru Independence sold 30 Halliburton shares in Q1 2021, an estimated $1.
  • tru Independence first reported a position in Halliburton in Q4 2019 and held it in 4 quarters.
  • tru Independence's Halliburton position peaked at $16K in Q2 2020.
  • 677 funds tracked by Wall St. Rank held Halliburton as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.