Abacus Wealth Partners’s Halliburton HAL Stock Holding History

Abacus Wealth Partners’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
2023 Q1	–	Sell	-5,400	Closed	-$212K	–	93
2022 Q4	$212K	Buy	+5,400	New	+$191K	0.08%	75
2022 Q2	–	Sell	-5,400	Closed	-$204K	–	86
2022 Q1	$204K	Buy	+5,400	New	+$175K	0.09%	82

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Abacus Wealth Partners's HAL Position: Q1 2023 in Review

Abacus Wealth Partners sold out of Halliburton (HAL) in Q1 2023, closing a stake of 5,400 shares — an estimated $212K sold.

Abacus Wealth Partners first reported a position in HAL in Q1 2022 and held it in 2 quarters. The position peaked at $212K in Q4 2022. 932 funds tracked by Wall St. Rank hold HAL as of Q1 2023.

Abacus Wealth Partners reported no remaining Halliburton position as of Q1 2023 after selling out during the quarter.
Abacus Wealth Partners sold 5,400 Halliburton shares in Q1 2023, an estimated $212K.
Abacus Wealth Partners first reported a position in Halliburton in Q1 2022 and held it in 2 quarters.
Abacus Wealth Partners's Halliburton position peaked at $212K in Q4 2022.
932 funds tracked by Wall St. Rank held Halliburton as of Q1 2023.

Based on Abacus Wealth Partners's 13F filing for Q1 2023, filed 19 May 2023.