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Sarah Ketterer’s Halliburton HAL Stock Holding History

Sarah Ketterer’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
2020
Q1 		– Sell
-10,514,935
Closed -$257M – 92
2019
Q4 		$257M Sell
10,514,935
-93,035
-0.9% -$1.96M 2.76% 10
2019
Q3 		$200M Buy
10,607,970
+1,369,575
+15% +$28.3M 2.39% 16
2019
Q2 		$210M Sell
9,238,395
-180,244
-2% -$4.68M 2.3% 15
2019
Q1 		$276M Sell
9,418,639
-1,720,287
-15% -$52M 2.79% 8
2018
Q4 		$296M Buy
11,138,926
+2,524,964
+29% +$85.2M 3.53% 7
2018
Q3 		$349M Buy
8,613,962
+2,734,704
+47% +$113M 3.51% 7
2018
Q2 		$265M Sell
5,879,258
-745,752
-11% -$37.1M 2.68% 12
2018
Q1 		$112M Buy
6,625,010
+730,828
+12% +$36.1M 1.2% 26
2017
Q4 		$288M Buy
5,894,182
+732,990
+14% +$32.3M 3.05% 9
2017
Q3 		$238M Sell
5,161,192
-216,070
-4% -$9.05M 2.67% 12
2017
Q2 		$230M Buy
5,377,262
+3,145,390
+141% +$144M 2.85% 11
2017
Q1 		$126M Buy
2,231,872
+606,528
+37% +$32.6M 1.71% 20
2016
Q4 		$103M Sell
1,625,344
-978,787
-38% -$48.8M 1.8% 20
2016
Q3 		$131M Buy
2,604,131
+867,404
+50% +$37.9M 2.41% 18
2016
Q2 		$90M Buy
+1,736,727
New +$71.4M 1.92% 19

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Sarah Ketterer's HAL Position: Q1 2020 in Review

Sarah Ketterer sold out of Halliburton (HAL) in Q1 2020, closing a stake of 10,514,935 shares — an estimated $257M sold.

Sarah Ketterer first reported a position in HAL in Q2 2016 and held it in 15 quarters. The position peaked at $349M in Q3 2018. 680 funds tracked by Wall St. Rank hold HAL as of Q1 2020.

  • Sarah Ketterer reported no remaining Halliburton position as of Q1 2020 after selling out during the quarter.
  • Sarah Ketterer sold 10,514,935 Halliburton shares in Q1 2020, an estimated $257M.
  • Sarah Ketterer first reported a position in Halliburton in Q2 2016 and held it in 15 quarters.
  • Sarah Ketterer's Halliburton position peaked at $349M in Q3 2018.
  • 680 funds tracked by Wall St. Rank held Halliburton as of Q1 2020.

Based on Causeway Capital Management's 13F filing for Q1 2020, filed 15 May 2020.