Kaizen Advisory’s Halliburton HAL Stock Holding History

Kaizen Advisory’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	$62K	Buy	2,338 +279	+14%	+$9.41K	0.04%	285
2018 Q3	$83K	Hold	2,059	–	–	0.04%	257
2018 Q2	$93K	Buy	2,059 +1,221	+146%	+$60.8K	0.05%	238
2018 Q1	$39K	Hold	838	–	–	0.04%	227
2017 Q4	$41K	Buy	+838	New	+$36.9K	0.02%	215

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Kaizen Advisory's HAL Position: Q4 2018 in Review

Kaizen Advisory increased its Halliburton (HAL) stake by 14% in Q4 2018, buying an estimated $9.41K and bringing the position to 2,338 shares worth $62K. The position accounts for 0.04% of the portfolio, ranked #285.

Kaizen Advisory first reported a position in HAL in Q4 2017 and has held it in 5 quarters since. The position peaked at $93K in Q2 2018. 871 funds tracked by Wall St. Rank hold HAL as of Q4 2018.

Kaizen Advisory held 2,338 shares of Halliburton worth $62K as of Q4 2018.
Kaizen Advisory bought 279 Halliburton shares in Q4 2018, an estimated $9.41K.
Halliburton made up 0.04% of Kaizen Advisory's portfolio in Q4 2018, its #285 holding.
Kaizen Advisory first reported a position in Halliburton in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Halliburton position peaked at $93K in Q2 2018.
871 funds tracked by Wall St. Rank held Halliburton as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.