Institutional & Family Asset Management’s Halliburton HAL Stock Holding History

Institutional & Family Asset 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 Q4	–	Sell	-134	Closed	-$3K	–	870
2019 Q3	$3K	Sell	134 -140	-51%	-$2.9K	﹤0.01%	631
2019 Q2	$6K	Hold	274	–	–	﹤0.01%	561
2019 Q1	$8K	Hold	274	–	–	﹤0.01%	539
2018 Q4	$7K	Hold	274	–	–	﹤0.01%	532
2018 Q3	$11K	Hold	274	–	–	﹤0.01%	517
2018 Q2	$12K	Sell	274 -17	-6%	-$847	﹤0.01%	496
2018 Q1	$14K	Buy	+291	New	+$14.4K	﹤0.01%	456

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Institutional & Family Asset Management's HAL Position: Q4 2019 in Review

Institutional & Family Asset Management sold out of Halliburton (HAL) in Q4 2019, closing a stake of 134 shares — an estimated $3K sold.

Institutional & Family Asset Management first reported a position in HAL in Q1 2018 and held it in 7 quarters. The position peaked at $14K in Q1 2018. 760 funds tracked by Wall St. Rank hold HAL as of Q4 2019.

Institutional & Family Asset Management reported no remaining Halliburton position as of Q4 2019 after selling out during the quarter.
Institutional & Family Asset Management sold 134 Halliburton shares in Q4 2019, an estimated $3K.
Institutional & Family Asset Management first reported a position in Halliburton in Q1 2018 and held it in 7 quarters.
Institutional & Family Asset Management's Halliburton position peaked at $14K in Q1 2018.
760 funds tracked by Wall St. Rank held Halliburton as of Q4 2019.

Based on Institutional & Family Asset Management's 13F filing for Q4 2019, filed 14 Feb 2020.