1834 Investment Advisors’s Halliburton HAL Stock Holding History

1834 Investment Advisors’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
2022 Q3	–	Sell	-3,000	Closed	-$94K	–	306
2022 Q2	$94K	Hold	3,000	–	–	0.01%	229
2022 Q1	$114K	Hold	3,000	–	–	0.01%	212
2021 Q4	$69K	Hold	3,000	–	–	0.01%	251
2021 Q3	$65K	Hold	3,000	–	–	0.01%	257
2021 Q2	$69K	Buy	+3,000	New	+$66.7K	0.01%	250
2020 Q2	–	Sell	-1,080	Closed	-$7K	–	459
2020 Q1	$7K	Hold	1,080	–	–	﹤0.01%	351
2019 Q4	$26K	Hold	1,080	–	–	﹤0.01%	312
2019 Q3	$20K	Buy	+1,080	New	+$22.4K	﹤0.01%	325
2018 Q3	–	Sell	-400	Closed	-$18K	–	409
2018 Q2	$18K	Sell	400 -400	-50%	-$19.9K	﹤0.01%	340
2018 Q1	$38K	Hold	800	–	–	0.01%	297
2017 Q4	$39K	Buy	+800	New	+$35.3K	0.01%	306
2015 Q2	–	Sell	-24,019	Closed	-$1.05M	–	155
2015 Q1	$1.05M	Sell	24,019 -28,515	-54%	-$1.19M	0.29%	82
2014 Q4	$2.07M	Buy	52,534 +30,786	+142%	+$1.5M	0.57%	53
2014 Q3	$1.4M	Buy	21,748 +3,378	+18%	+$232K	0.39%	70
2014 Q2	$1.3M	Buy	+18,370	New	+$1.18M	0.35%	74

Other funds holding HAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

1834 Investment Advisors's HAL Position: Q3 2022 in Review

1834 Investment Advisors sold out of Halliburton (HAL) in Q3 2022, closing a stake of 3,000 shares — an estimated $94K sold.

1834 Investment Advisors first reported a position in HAL in Q2 2014 and held it in 15 quarters. The position peaked at $2.07M in Q4 2014. 813 funds tracked by Wall St. Rank hold HAL as of Q3 2022.

1834 Investment Advisors reported no remaining Halliburton position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 3,000 Halliburton shares in Q3 2022, an estimated $94K.
1834 Investment Advisors first reported a position in Halliburton in Q2 2014 and held it in 15 quarters.
1834 Investment Advisors's Halliburton position peaked at $2.07M in Q4 2014.
813 funds tracked by Wall St. Rank held Halliburton as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.