Hellman Jordan Management Company’s Halliburton HAL Stock Holding History

Hellman Jordan Management Company’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
2018 Q4	–	Sell	-10,780	Closed	-$437K	–	57
2018 Q3	$437K	Sell	10,780 -10,040	-48%	-$415K	0.31%	37
2018 Q2	$938K	Sell	20,820 -6,000	-22%	-$299K	0.75%	27
2018 Q1	$1.26M	Sell	26,820 -5,939	-18%	-$293K	2.08%	10
2017 Q4	$1.6M	Buy	32,759 +12,090	+58%	+$533K	2.52%	8
2017 Q3	$951K	Sell	20,669 -1,466	-7%	-$61.4K	2.07%	12
2017 Q2	$945K	Buy	+22,135	New	+$1.02M	2.03%	15

Other funds holding HAL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Hellman Jordan Management Company's HAL Position: Q4 2018 in Review

Hellman Jordan Management Company sold out of Halliburton (HAL) in Q4 2018, closing a stake of 10,780 shares — an estimated $437K sold.

Hellman Jordan Management Company first reported a position in HAL in Q2 2017 and held it in 6 quarters. The position peaked at $1.6M in Q4 2017. 872 funds tracked by Wall St. Rank hold HAL as of Q4 2018.

Hellman Jordan Management Company reported no remaining Halliburton position as of Q4 2018 after selling out during the quarter.
Hellman Jordan Management Company sold 10,780 Halliburton shares in Q4 2018, an estimated $437K.
Hellman Jordan Management Company first reported a position in Halliburton in Q2 2017 and held it in 6 quarters.
Hellman Jordan Management Company's Halliburton position peaked at $1.6M in Q4 2017.
872 funds tracked by Wall St. Rank held Halliburton as of Q4 2018.

Based on Hellman Jordan Management Company's 13F filing for Q4 2018, filed 6 Feb 2019.