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Epoch Investment Partners’s Halliburton HAL Stock Holding History

Epoch Investment Partners’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
-686,854
Closed -$20.1M – 300
2019
Q1 		$20.1M Buy
686,854
+49,239
+8% +$1.49M 0.09% 158
2018
Q4 		$16.9M Sell
637,615
-41,235
-6% -$1.39M 0.08% 183
2018
Q3 		$27.5M Sell
678,850
-31,289
-4% -$1.29M 0.1% 156
2018
Q2 		$32M Sell
710,139
-10,640
-1% -$530K 0.1% 148
2018
Q1 		$33.8M Sell
720,779
-17,623
-2% -$870K 0.12% 138
2017
Q4 		$36.1M Buy
+738,402
New +$32.5M 0.12% 136

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

Epoch Investment Partners's HAL Position: Q2 2019 in Review

Epoch Investment Partners sold out of Halliburton (HAL) in Q2 2019, closing a stake of 686,854 shares — an estimated $20.1M sold.

Epoch Investment Partners first reported a position in HAL in Q4 2017 and held it in 6 quarters. The position peaked at $36.1M in Q4 2017. 789 funds tracked by Wall St. Rank hold HAL as of Q2 2019.

  • Epoch Investment Partners reported no remaining Halliburton position as of Q2 2019 after selling out during the quarter.
  • Epoch Investment Partners sold 686,854 Halliburton shares in Q2 2019, an estimated $20.1M.
  • Epoch Investment Partners first reported a position in Halliburton in Q4 2017 and held it in 6 quarters.
  • Epoch Investment Partners's Halliburton position peaked at $36.1M in Q4 2017.
  • 789 funds tracked by Wall St. Rank held Halliburton as of Q2 2019.

Based on Epoch Investment Partners's 13F filing for Q2 2019, filed 13 Aug 2019.