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Gyrus Investment Management’s Halliburton HAL Stock Holding History

Gyrus Investment 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
2015
Q2 		– Sell
-110,408
Closed -$4.84M – 36
2015
Q1 		$4.84M Buy
110,408
+2,293
+2% +$95.6K 0.8% 54
2014
Q4 		$4.25M Sell
108,115
-19,980
-16% -$972K 0.7% 63
2014
Q3 		$8.26M Sell
128,095
-680
-0.5% -$46.6K 1.45% 20
2014
Q2 		$9.14M Sell
128,775
-1,300
-1% -$83.3K 1.64% 17
2014
Q1 		$8.46M Sell
130,075
-1,725
-1% -$92.1K 1.47% 23
2013
Q4 		$7.11M Buy
131,800
+5,800
+5% +$300K 1.48% 27
2013
Q3 		$6.24M Sell
126,000
-675
-0.5% -$31.6K 1.37% 29
2013
Q2 		$5.58M Buy
+126,675
New +$5.3M 1.26% 34

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Gyrus Investment Management's HAL Position: Q2 2015 in Review

Gyrus Investment Management sold out of Halliburton (HAL) in Q2 2015, closing a stake of 110,408 shares — an estimated $4.84M sold.

Gyrus Investment Management first reported a position in HAL in Q2 2013 and held it in 8 quarters. The position peaked at $9.14M in Q2 2014. 983 funds tracked by Wall St. Rank hold HAL as of Q2 2015.

  • Gyrus Investment Management reported no remaining Halliburton position as of Q2 2015 after selling out during the quarter.
  • Gyrus Investment Management sold 110,408 Halliburton shares in Q2 2015, an estimated $4.84M.
  • Gyrus Investment Management first reported a position in Halliburton in Q2 2013 and held it in 8 quarters.
  • Gyrus Investment Management's Halliburton position peaked at $9.14M in Q2 2014.
  • 983 funds tracked by Wall St. Rank held Halliburton as of Q2 2015.

Based on Gyrus Investment Management's 13F filing for Q2 2015.