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Otter Creek Advisors’s Halliburton HAL Stock Holding History

Otter Creek Advisors’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
2017
Q1 		– Sell
-129,800
Closed -$7.02M – 78
2016
Q4 		$7.02M Buy
129,800
+12,000
+10% +$598K 0.82% 60
2016
Q3 		$5.29M Buy
+117,800
New +$5.14M 0.79% 59

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Otter Creek Advisors's HAL Position: Q1 2020 in Review

Otter Creek Advisors sold out of Halliburton (HAL) in Q1 2020, closing a stake of 101,233 shares — an estimated $1.76M sold.

Otter Creek Advisors first reported a position in HAL in Q4 2019 and held it in 1 quarter. The position peaked at $2.48M in Q4 2019. 679 funds tracked by Wall St. Rank hold HAL as of Q1 2020.

  • Otter Creek Advisors reported no remaining Halliburton position as of Q1 2020 after selling out during the quarter.
  • Otter Creek Advisors sold 101,233 Halliburton shares in Q1 2020, an estimated $1.76M.
  • Otter Creek Advisors first reported a position in Halliburton in Q4 2019 and held it in 1 quarter.
  • Otter Creek Advisors's Halliburton position peaked at $2.48M in Q4 2019.
  • 679 funds tracked by Wall St. Rank held Halliburton as of Q1 2020.

Based on Otter Creek Advisors's 13F filing for Q1 2020, filed 18 May 2020.