DCM
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Donaldson Capital Management’s Halliburton HAL Stock Holding History

Donaldson Capital 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
2020
Q4 		– Sell
-10,505
Closed -$127K – 238
2020
Q3 		$127K Hold
10,505
– – 0.01% 218
2020
Q2 		$136K Sell
10,505
-100
-0.9% -$1.08K 0.01% 197
2020
Q1 		$73K Buy
+10,605
New +$185K 0.01% 189

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Donaldson Capital Management's HAL Position: Q4 2020 in Review

Donaldson Capital Management sold out of Halliburton (HAL) in Q4 2020, closing a stake of 10,505 shares — an estimated $127K sold.

Donaldson Capital Management first reported a position in HAL in Q1 2020 and held it in 3 quarters. The position peaked at $136K in Q2 2020. 697 funds tracked by Wall St. Rank hold HAL as of Q4 2020.

  • Donaldson Capital Management reported no remaining Halliburton position as of Q4 2020 after selling out during the quarter.
  • Donaldson Capital Management sold 10,505 Halliburton shares in Q4 2020, an estimated $127K.
  • Donaldson Capital Management first reported a position in Halliburton in Q1 2020 and held it in 3 quarters.
  • Donaldson Capital Management's Halliburton position peaked at $136K in Q2 2020.
  • 697 funds tracked by Wall St. Rank held Halliburton as of Q4 2020.

Based on Donaldson Capital Management's 13F filing for Q4 2020, filed 11 Jan 2021.