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TrueWealth LLC’s Halliburton HAL Stock Holding History

TrueWealth LLC’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 		$9K Hold
689
– – ﹤0.01% 481
2020
Q1 		$5K Sell
689
-296
-30% -$5.15K ﹤0.01% 550
2019
Q4 		$24K Sell
985
-185
-16% -$3.9K 0.01% 353
2019
Q3 		$22K Hold
1,170
– – 0.01% 352
2019
Q2 		$27K Hold
1,170
– – 0.01% 336
2019
Q1 		$34K Hold
1,170
– – 0.02% 308
2018
Q4 		$31K Sell
1,170
-230
-16% -$7.76K 0.02% 307
2018
Q3 		$57K Hold
1,400
– – 0.03% 253
2018
Q2 		$63K Buy
1,400
+198
+16% +$9.86K 0.03% 233
2018
Q1 		$56K Buy
1,202
+32
+3% +$1.58K 0.03% 246
2017
Q4 		$57K Buy
+1,170
New +$51.6K 0.03% 273

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TrueWealth LLC's HAL Position: Q2 2020 in Review

TrueWealth LLC held its Halliburton (HAL) position steady in Q2 2020 at 689 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

TrueWealth LLC first reported a position in HAL in Q4 2017 and has held it in 11 quarters since. The position peaked at $63K in Q2 2018. 652 funds tracked by Wall St. Rank hold HAL as of Q2 2020.

  • TrueWealth LLC held 689 shares of Halliburton worth $9K as of Q2 2020.
  • TrueWealth LLC left its Halliburton share count unchanged in Q2 2020.
  • Halliburton made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #481 holding.
  • TrueWealth LLC first reported a position in Halliburton in Q4 2017 and has held it in 11 quarters since.
  • TrueWealth LLC's Halliburton position peaked at $63K in Q2 2018.
  • 652 funds tracked by Wall St. Rank held Halliburton as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.