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Winslow Evans & Crocker’s Halliburton HAL Stock Holding History

Winslow Evans & Crocker’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
Q4 		$174K Buy
9,235
+5,665
+159% +$87.9K 0.03% 353
2020
Q3 		$43K Sell
3,570
-82
-2% -$1.19K 0.01% 487
2020
Q2 		$47K Sell
3,652
-2
-0.1% -$22 0.01% 471
2020
Q1 		$26K Sell
3,654
-200
-5% -$3.48K 0.01% 535
2019
Q4 		$96K Sell
3,854
-300
-7% -$6.32K 0.02% 403
2019
Q3 		$80K Sell
4,154
-530
-11% -$11K 0.02% 435
2019
Q2 		$108K Sell
4,684
-682
-13% -$17.7K 0.03% 383
2019
Q1 		$158K Sell
5,366
-368
-6% -$11.1K 0.04% 306
2018
Q4 		$154K Sell
5,734
-1,350
-19% -$45.5K 0.05% 291
2018
Q3 		$288K Buy
7,084
+900
+15% +$37.2K 0.09% 222
2018
Q2 		$282K Sell
6,184
-250
-4% -$12.4K 0.09% 213
2018
Q1 		$302K Sell
6,434
-100
-2% -$4.93K 0.1% 198
2017
Q4 		$319K Sell
6,534
-1,412
-18% -$62.2K 0.1% 198
2017
Q3 		$366K Sell
7,946
-2,636
-25% -$110K 0.12% 178
2017
Q2 		$452K Sell
10,582
-522
-5% -$24K 0.12% 184
2017
Q1 		$546K Buy
11,104
+4,720
+74% +$254K 0.17% 133
2016
Q4 		$345K Sell
6,384
-178
-3% -$8.88K 0.11% 193
2016
Q3 		$294K Hold
6,562
– – 0.08% 239
2016
Q2 		$297K Sell
6,562
-1,749
-21% -$71.9K 0.09% 219
2016
Q1 		$297K Sell
8,311
-237
-3% -$7.73K 0.09% 208
2015
Q4 		$291K Sell
8,548
-1,196
-12% -$45.1K 0.08% 234
2015
Q3 		$344K Sell
9,744
-406
-4% -$16K 0.11% 193
2015
Q2 		$437K Sell
10,150
-362
-3% -$16.7K 0.12% 183
2015
Q1 		$461K Sell
10,512
-76
-0.7% -$3.17K 0.13% 173
2014
Q4 		$416K Sell
10,588
-4,028
-28% -$196K 0.12% 177
2014
Q3 		$943K Buy
14,616
+1,996
+16% +$137K 0.27% 92
2014
Q2 		$896K Buy
12,620
+355
+3% +$22.8K 0.3% 93
2014
Q1 		$722K Sell
12,265
-261
-2% -$13.9K 0.25% 98
2013
Q4 		$636K Buy
+12,526
New +$647K 0.22% 113

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
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

Winslow Evans & Crocker's HAL Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Halliburton (HAL) stake by 159% in Q4 2020, buying an estimated $87.9K and bringing the position to 9,235 shares worth $174K. The position accounts for 0.03% of the portfolio, ranked #353.

Winslow Evans & Crocker first reported a position in HAL in Q4 2013 and has held it in 29 quarters since. The position peaked at $943K in Q3 2014. 697 funds tracked by Wall St. Rank hold HAL as of Q4 2020.

  • Winslow Evans & Crocker held 9,235 shares of Halliburton worth $174K as of Q4 2020.
  • Winslow Evans & Crocker bought 5,665 Halliburton shares in Q4 2020, an estimated $87.9K.
  • Halliburton made up 0.03% of Winslow Evans & Crocker's portfolio in Q4 2020, its #353 holding.
  • Winslow Evans & Crocker first reported a position in Halliburton in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Halliburton position peaked at $943K in Q3 2014.
  • 697 funds tracked by Wall St. Rank held Halliburton as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.