WC
HAL icon

Whitney & Co’s Halliburton HAL Stock Holding History

Whitney & Co’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
-11,175
Closed -$235K – 107
2019
Q3 		$235K Sell
11,175
-142,316
-93% -$2.95M 0.05% 101
2019
Q2 		$3.49M Buy
153,491
+2,247
+1% +$58.3K 0.78% 51
2019
Q1 		$4.29M Buy
151,244
+83,518
+123% +$2.52M 0.97% 47
2018
Q4 		$2.18M Sell
67,726
-24,996
-27% -$843K 0.56% 59
2018
Q3 		$3.28M Buy
92,722
+14,579
+19% +$603K 0.79% 55
2018
Q2 		$3.52M Buy
78,143
+1,126
+1% +$56.1K 0.94% 49
2018
Q1 		$3.62M Buy
77,017
+1,705
+2% +$84.1K 1.03% 42
2017
Q4 		$3.68M Buy
+75,312
New +$3.32M 1.07% 43

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return