OWD
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Osborn Williams & Donohoe’s Halliburton HAL Stock Holding History

Osborn Williams & Donohoe’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
-4,100
Closed -$128K – 449
2019
Q1 		$128K Buy
+4,100
New +$124K 0.01% 388
2018
Q1 		– Sell
-4,100
Closed -$200K – 233
2017
Q4 		$200K Sell
4,100
-500
-11% -$22K 0.03% 216
2017
Q3 		$212K Buy
+4,600
New +$193K 0.04% 210
2017
Q2 		– Sell
-4,600
Closed -$226K – 222
2017
Q1 		$226K Hold
4,600
– – 0.04% 201
2016
Q4 		$249K Sell
4,600
-500
-10% -$24.9K 0.05% 195
2016
Q3 		$229K Hold
5,100
– – 0.04% 203
2016
Q2 		$231K Buy
+5,100
New +$210K 0.04% 195
2015
Q3 		– Sell
-5,100
Closed -$213K – 214
2015
Q2 		$213K Hold
5,100
– – 0.04% 204
2015
Q1 		$224K Hold
5,100
– – 0.04% 213
2014
Q4 		$201K Buy
+5,100
New +$248K 0.04% 216

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return