JK
HAL icon

Jonathan Kolatch’s Halliburton HAL Stock Holding History

Jonathan Kolatch’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
2021
Q1 		– Sell
-12,200
Closed -$231K – 43
2020
Q4 		$231K Hold
12,200
– – 0.01% 42
2020
Q3 		$147K Hold
12,200
– – 0.01% 46
2020
Q2 		$158K Hold
12,200
– – 0.02% 39
2020
Q1 		$84K Buy
+12,200
New +$212K 0.02% 51

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Jonathan Kolatch's HAL Position: Q1 2021 in Review

Jonathan Kolatch sold out of Halliburton (HAL) in Q1 2021, closing a stake of 12,200 shares — an estimated $231K sold.

Jonathan Kolatch first reported a position in HAL in Q1 2020 and held it in 4 quarters. The position peaked at $231K in Q4 2020. 677 funds tracked by Wall St. Rank hold HAL as of Q1 2021.

  • Jonathan Kolatch reported no remaining Halliburton position as of Q1 2021 after selling out during the quarter.
  • Jonathan Kolatch sold 12,200 Halliburton shares in Q1 2021, an estimated $231K.
  • Jonathan Kolatch first reported a position in Halliburton in Q1 2020 and held it in 4 quarters.
  • Jonathan Kolatch's Halliburton position peaked at $231K in Q4 2020.
  • 677 funds tracked by Wall St. Rank held Halliburton as of Q1 2021.

Based on Redwood Capital Management's 13F filing for Q1 2021, filed 17 May 2021.