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Litman Gregory Wealth Management’s Halliburton HAL Stock Holding History

Litman Gregory Wealth 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
-29
Closed -$1K – 235
2019
Q3 		$1K Sell
29
-30
-51% -$621 ﹤0.01% 205
2019
Q2 		$1K Buy
+59
New +$1.53K ﹤0.01% 230

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Litman Gregory Wealth Management's HAL Position: Q4 2019 in Review

Litman Gregory Wealth Management sold out of Halliburton (HAL) in Q4 2019, closing a stake of 29 shares — an estimated $1K sold.

Litman Gregory Wealth Management first reported a position in HAL in Q2 2019 and held it in 2 quarters. The position peaked at $1K in Q3 2019. 760 funds tracked by Wall St. Rank hold HAL as of Q4 2019.

  • Litman Gregory Wealth Management reported no remaining Halliburton position as of Q4 2019 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 29 Halliburton shares in Q4 2019, an estimated $1K.
  • Litman Gregory Wealth Management first reported a position in Halliburton in Q2 2019 and held it in 2 quarters.
  • Litman Gregory Wealth Management's Halliburton position peaked at $1K in Q3 2019.
  • 760 funds tracked by Wall St. Rank held Halliburton as of Q4 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2019, filed 30 Jan 2020.