Gideon Capital Advisors’s Halliburton HAL Stock Holding History

Gideon Capital Advisors’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	-33,245	Closed	-$814K	–	85
2019 Q4	$814K	Buy	33,245 +8,283	+33%	+$175K	0.28%	130
2019 Q3	$471K	Buy	+24,962	New	+$517K	0.15%	187
2018 Q4	–	Sell	-8,518	Closed	-$345K	–	424
2018 Q3	$345K	Buy	+8,518	New	+$352K	0.16%	209
2017 Q2	–	Sell	-8,010	Closed	-$394K	–	317
2017 Q1	$394K	Sell	8,010 -1,182	-13%	-$63.6K	0.23%	160
2016 Q4	$498K	Buy	+9,192	New	+$458K	0.32%	90

Other funds holding HAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Gideon Capital Advisors's HAL Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Halliburton (HAL) in Q1 2020, closing a stake of 33,245 shares — an estimated $814K sold.

Gideon Capital Advisors first reported a position in HAL in Q4 2016 and held it in 5 quarters. The position peaked at $814K in Q4 2019. 680 funds tracked by Wall St. Rank hold HAL as of Q1 2020.

Gideon Capital Advisors reported no remaining Halliburton position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 33,245 Halliburton shares in Q1 2020, an estimated $814K.
Gideon Capital Advisors first reported a position in Halliburton in Q4 2016 and held it in 5 quarters.
Gideon Capital Advisors's Halliburton position peaked at $814K in Q4 2019.
680 funds tracked by Wall St. Rank held Halliburton as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.