ELI
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Empire Life Investments’s Halliburton HAL Stock Holding History

Empire Life Investments’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
2019
Q2 		– Sell
-165,982
Closed -$4.86M – 100
2019
Q1 		$4.86M Sell
165,982
-663
-0.4% -$20K 0.41% 65
2018
Q4 		$4.43M Buy
166,645
+2,058
+1% +$69.4K 0.4% 66
2018
Q3 		$6.67M Buy
164,587
+36,146
+28% +$1.5M 0.51% 52
2018
Q2 		$5.79M Sell
128,441
-13,736
-10% -$684K 0.42% 55
2018
Q1 		$6.67M Buy
142,177
+43,129
+44% +$2.13M 0.47% 56
2017
Q4 		$4.84M Buy
99,048
+329
+0.3% +$14.5K 0.37% 65
2017
Q3 		$4.54M Sell
98,719
-1,899
-2% -$79.6K 0.37% 65
2017
Q2 		$4.3M Sell
100,618
-44,680
-31% -$2.05M 0.37% 64
2017
Q1 		$7.15M Sell
145,298
-25,037
-15% -$1.35M 0.7% 53
2016
Q4 		$9.18M Buy
+170,335
New +$8.49M 0.74% 48

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Empire Life Investments's HAL Position: Q2 2019 in Review

Empire Life Investments sold out of Halliburton (HAL) in Q2 2019, closing a stake of 165,982 shares — an estimated $4.86M sold.

Empire Life Investments first reported a position in HAL in Q4 2016 and held it in 10 quarters. The position peaked at $9.18M in Q4 2016. 789 funds tracked by Wall St. Rank hold HAL as of Q2 2019.

  • Empire Life Investments reported no remaining Halliburton position as of Q2 2019 after selling out during the quarter.
  • Empire Life Investments sold 165,982 Halliburton shares in Q2 2019, an estimated $4.86M.
  • Empire Life Investments first reported a position in Halliburton in Q4 2016 and held it in 10 quarters.
  • Empire Life Investments's Halliburton position peaked at $9.18M in Q4 2016.
  • 789 funds tracked by Wall St. Rank held Halliburton as of Q2 2019.

Based on Empire Life Investments's 13F filing for Q2 2019, filed 20 Aug 2019.