BPM
HAL icon

Bowling Portfolio Management’s Halliburton HAL Stock Holding History

Bowling Portfolio Management’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
-45,641
Closed -$863K – 230
2020
Q4 		$863K Sell
45,641
-3,826
-8% -$59.4K 0.2% 169
2020
Q3 		$596K Buy
+49,467
New +$716K 0.13% 193

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Bowling Portfolio Management's HAL Position: Q1 2021 in Review

Bowling Portfolio Management sold out of Halliburton (HAL) in Q1 2021, closing a stake of 45,641 shares — an estimated $863K sold.

Bowling Portfolio Management first reported a position in HAL in Q3 2020 and held it in 2 quarters. The position peaked at $863K in Q4 2020. 676 funds tracked by Wall St. Rank hold HAL as of Q1 2021.

  • Bowling Portfolio Management reported no remaining Halliburton position as of Q1 2021 after selling out during the quarter.
  • Bowling Portfolio Management sold 45,641 Halliburton shares in Q1 2021, an estimated $863K.
  • Bowling Portfolio Management first reported a position in Halliburton in Q3 2020 and held it in 2 quarters.
  • Bowling Portfolio Management's Halliburton position peaked at $863K in Q4 2020.
  • 676 funds tracked by Wall St. Rank held Halliburton as of Q1 2021.

Based on Bowling Portfolio Management's 13F filing for Q1 2021, filed 19 Apr 2021.