DBRC
HAL icon

D.B. Root & Company’s Halliburton HAL Stock Holding History

D.B. Root & Company’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
Q1 		– Sell
-8,843
Closed -$216K – 189
2019
Q4 		$216K Sell
8,843
-5,235
-37% -$110K 0.1% 183
2019
Q3 		$265K Sell
14,078
-550
-4% -$11.4K 0.12% 169
2019
Q2 		$332K Buy
14,628
+588
+4% +$15.3K 0.15% 160
2019
Q1 		$411K Buy
+14,040
New +$424K 0.18% 140

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

D.B. Root & Company's HAL Position: Q1 2020 in Review

D.B. Root & Company sold out of Halliburton (HAL) in Q1 2020, closing a stake of 8,843 shares — an estimated $216K sold.

D.B. Root & Company first reported a position in HAL in Q1 2019 and held it in 4 quarters. The position peaked at $411K in Q1 2019. 679 funds tracked by Wall St. Rank hold HAL as of Q1 2020.

  • D.B. Root & Company reported no remaining Halliburton position as of Q1 2020 after selling out during the quarter.
  • D.B. Root & Company sold 8,843 Halliburton shares in Q1 2020, an estimated $216K.
  • D.B. Root & Company first reported a position in Halliburton in Q1 2019 and held it in 4 quarters.
  • D.B. Root & Company's Halliburton position peaked at $411K in Q1 2019.
  • 679 funds tracked by Wall St. Rank held Halliburton as of Q1 2020.

Based on D.B. Root & Company's 13F filing for Q1 2020, filed 29 Apr 2020.