WRF
HAL icon

Waddell & Reed Financial’s Halliburton HAL Stock Holding History

Waddell & Reed Financial’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
2015
Q3 		– Sell
-137,600
Closed -$5.93M – 631
2015
Q2 		$5.93M Buy
+137,600
New +$6.34M 0.01% 495

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Waddell & Reed Financial's HAL Position: Q1 2021 in Review

Waddell & Reed Financial increased its Halliburton (HAL) stake by 1.4% in Q1 2021, buying an estimated $114K and bringing the position to 398,863 shares worth $8.56M. The position accounts for 0.02% of the portfolio, ranked #414.

Waddell & Reed Financial first reported a position in HAL in Q2 2013 and has held it in 32 quarters since. The position peaked at $845M in Q4 2016. 677 funds tracked by Wall St. Rank hold HAL as of Q1 2021.

  • Waddell & Reed Financial held 398,863 shares of Halliburton worth $8.56M as of Q1 2021.
  • Waddell & Reed Financial bought 5,425 Halliburton shares in Q1 2021, an estimated $114K.
  • Halliburton made up 0.02% of Waddell & Reed Financial's portfolio in Q1 2021, its #414 holding.
  • Waddell & Reed Financial first reported a position in Halliburton in Q2 2013 and has held it in 32 quarters since.
  • Waddell & Reed Financial's Halliburton position peaked at $845M in Q4 2016.
  • 677 funds tracked by Wall St. Rank held Halliburton as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.