EWM
HAL icon

Evercore Wealth Management’s Halliburton HAL Stock Holding History

Evercore 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
2019
Q2 		– Sell
-13,002
Closed -$381K – 417
2019
Q1 		$381K Sell
13,002
-5,991
-32% -$181K 0.01% 303
2018
Q4 		$505K Buy
18,993
+240
+1% +$8.1K 0.02% 249
2018
Q3 		$760K Buy
18,753
+3,984
+27% +$165K 0.02% 230
2018
Q2 		$665K Buy
+14,769
New +$736K 0.02% 244
2018
Q1 		– Sell
-1,954
Closed -$96K – 526
2017
Q4 		$96K Sell
1,954
-450
-19% -$19.8K ﹤0.01% 469
2017
Q3 		$110K Hold
2,404
– – ﹤0.01% 447
2017
Q2 		$103K Sell
2,404
-92
-4% -$4.22K ﹤0.01% 466
2017
Q1 		$123K Sell
2,496
-242
-9% -$13K ﹤0.01% 442
2016
Q4 		$148K Sell
2,738
-126
-4% -$6.28K 0.01% 429
2016
Q3 		$129K Hold
2,864
– – 0.01% 444
2016
Q2 		$130K Buy
2,864
+69
+2% +$2.84K 0.01% 424
2016
Q1 		$100K Buy
2,795
+130
+5% +$4.24K ﹤0.01% 456
2015
Q4 		$91K Buy
2,665
+1,680
+171% +$63.4K ﹤0.01% 487
2015
Q3 		$37K Sell
985
-9,829
-91% -$387K ﹤0.01% 641
2015
Q2 		$464K Hold
10,814
– – 0.02% 283
2015
Q1 		$473K Sell
10,814
-504
-4% -$21K 0.02% 284
2014
Q4 		$446K Sell
11,318
-2,556
-18% -$124K 0.02% 256
2014
Q3 		$896K Buy
13,874
+3,140
+29% +$215K 0.04% 190
2014
Q2 		$762K Buy
10,734
+30
+0.3% +$1.92K 0.04% 220
2014
Q1 		$630K Sell
10,704
-500
-4% -$26.7K 0.04% 234
2013
Q4 		$569K Sell
11,204
-123
-1% -$6.36K 0.03% 249
2013
Q3 		$546K Buy
11,327
+1,127
+11% +$52.8K 0.03% 268
2013
Q2 		$426K Buy
+10,200
New +$426K 0.02% 296

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

Evercore Wealth Management's HAL Position: Q2 2019 in Review

Evercore Wealth Management sold out of Halliburton (HAL) in Q2 2019, closing a stake of 13,002 shares — an estimated $381K sold.

Evercore Wealth Management first reported a position in HAL in Q2 2013 and held it in 23 quarters. The position peaked at $896K in Q3 2014. 789 funds tracked by Wall St. Rank hold HAL as of Q2 2019.

  • Evercore Wealth Management reported no remaining Halliburton position as of Q2 2019 after selling out during the quarter.
  • Evercore Wealth Management sold 13,002 Halliburton shares in Q2 2019, an estimated $381K.
  • Evercore Wealth Management first reported a position in Halliburton in Q2 2013 and held it in 23 quarters.
  • Evercore Wealth Management's Halliburton position peaked at $896K in Q3 2014.
  • 789 funds tracked by Wall St. Rank held Halliburton as of Q2 2019.

Based on Evercore Wealth Management's 13F filing for Q2 2019, filed 13 Aug 2019.