Jupiter Investment Management’s Halliburton HAL Stock Holding History

Jupiter 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
2019 Q2	–	Sell	-8,100	Closed	-$237K	–	376
2019 Q1	$237K	Buy	+8,100	New	+$245K	﹤0.01%	320
2017 Q4	–	Sell	-5,782	Closed	-$266K	–	390
2017 Q3	$266K	Buy	+5,782	New	+$242K	﹤0.01%	296
2017 Q2	–	Sell	-500	Closed	-$24K	–	433
2017 Q1	$24K	Buy	+500	New	+$26.9K	﹤0.01%	375
2015 Q4	–	Sell	-116,787	Closed	-$4.13M	–	325
2015 Q3	$4.13M	Buy	116,787 +48,781	+72%	+$1.92M	0.12%	146
2015 Q2	$2.93M	Buy	68,006 +27,506	+68%	+$1.27M	0.09%	124
2015 Q1	$1.78M	Sell	40,500 -81,235	-67%	-$3.39M	0.06%	158
2014 Q4	$4.79M	Buy	121,735 +15,494	+15%	+$754K	0.17%	131
2014 Q3	$6.85M	Sell	106,241 -320,953	-75%	-$22M	0.34%	85
2014 Q2	$30.3M	Buy	+427,194	New	+$27.4M	1.7%	3
2013 Q4	–	Sell	-28,981	Closed	-$1.4M	–	359
2013 Q3	$1.4M	Buy	+28,981	New	+$1.36M	0.13%	193

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

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

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Jupiter Investment Management's HAL Position: Q2 2019 in Review

Jupiter Investment Management sold out of Halliburton (HAL) in Q2 2019, closing a stake of 8,100 shares — an estimated $237K sold.

Jupiter Investment Management first reported a position in HAL in Q3 2013 and held it in 10 quarters. The position peaked at $30.3M in Q2 2014. 789 funds tracked by Wall St. Rank hold HAL as of Q2 2019.

Jupiter Investment Management reported no remaining Halliburton position as of Q2 2019 after selling out during the quarter.
Jupiter Investment Management sold 8,100 Halliburton shares in Q2 2019, an estimated $237K.
Jupiter Investment Management first reported a position in Halliburton in Q3 2013 and held it in 10 quarters.
Jupiter Investment Management's Halliburton position peaked at $30.3M in Q2 2014.
789 funds tracked by Wall St. Rank held Halliburton as of Q2 2019.

Based on Jupiter Investment Management's 13F filing for Q2 2019, filed 6 Aug 2019.