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Whitener Capital Management’s Halliburton HAL Stock Holding History

Whitener Capital 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
-2,525
Closed -$47K – 251
2019
Q3 		$47K Hold
2,525
– – 0.03% 232
2019
Q2 		$57K Hold
2,525
– – 0.03% 212
2019
Q1 		$73K Buy
2,525
+200
+9% +$6.04K 0.05% 180
2018
Q4 		$61K Sell
2,325
-300
-11% -$10.1K 0.04% 178
2018
Q3 		$106K Buy
+2,625
New +$109K 0.07% 148
2018
Q2 		– Sell
-2,950
Closed -$138K – 227
2018
Q1 		$138K Buy
2,950
+500
+20% +$24.7K 0.11% 137
2017
Q4 		$119K Buy
+2,450
New +$108K 0.1% 136

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Whitener Capital Management's HAL Position: Q4 2019 in Review

Whitener Capital Management sold out of Halliburton (HAL) in Q4 2019, closing a stake of 2,525 shares — an estimated $47K sold.

Whitener Capital Management first reported a position in HAL in Q4 2017 and held it in 7 quarters. The position peaked at $138K in Q1 2018. 761 funds tracked by Wall St. Rank hold HAL as of Q4 2019.

  • Whitener Capital Management reported no remaining Halliburton position as of Q4 2019 after selling out during the quarter.
  • Whitener Capital Management sold 2,525 Halliburton shares in Q4 2019, an estimated $47K.
  • Whitener Capital Management first reported a position in Halliburton in Q4 2017 and held it in 7 quarters.
  • Whitener Capital Management's Halliburton position peaked at $138K in Q1 2018.
  • 761 funds tracked by Wall St. Rank held Halliburton as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.