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Elmwood Wealth Management’s Halliburton HAL Stock Holding History

Elmwood Wealth 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
Q1 		– Sell
-12,695
Closed -$311K – 307
2019
Q4 		$311K Sell
12,695
-1,230
-9% -$25.9K 0.27% 79
2019
Q3 		$262K Sell
13,925
-40
-0.3% -$828 0.26% 73
2019
Q2 		$318K Buy
13,965
+60
+0.4% +$1.56K 0.28% 76
2019
Q1 		$407K Sell
13,905
-420
-3% -$12.7K 0.38% 70
2018
Q4 		$381K Buy
+14,325
New +$483K 0.37% 73

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

Elmwood Wealth Management's HAL Position: Q1 2020 in Review

Elmwood Wealth Management sold out of Halliburton (HAL) in Q1 2020, closing a stake of 12,695 shares — an estimated $311K sold.

Elmwood Wealth Management first reported a position in HAL in Q4 2018 and held it in 5 quarters. The position peaked at $407K in Q1 2019. 680 funds tracked by Wall St. Rank hold HAL as of Q1 2020.

  • Elmwood Wealth Management reported no remaining Halliburton position as of Q1 2020 after selling out during the quarter.
  • Elmwood Wealth Management sold 12,695 Halliburton shares in Q1 2020, an estimated $311K.
  • Elmwood Wealth Management first reported a position in Halliburton in Q4 2018 and held it in 5 quarters.
  • Elmwood Wealth Management's Halliburton position peaked at $407K in Q1 2019.
  • 680 funds tracked by Wall St. Rank held Halliburton as of Q1 2020.

Based on Elmwood Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.