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Ahrens Investment Partners’s Halliburton HAL Stock Holding History

Ahrens Investment 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 		$61.6K Buy
+1,948
New +$72.1K 0.03% 288
2022
Q3 		– Sell
-1,944
Closed -$61K – 479
2022
Q2 		$61K Sell
1,944
-2,003
-51% -$74.7K 0.03% 302
2022
Q1 		$149K Buy
3,947
+1,293
+49% +$41.8K 0.05% 217
2021
Q4 		$61K Buy
+2,654
New +$62.8K 0.03% 376
2018
Q4 		– Sell
-6,027
Closed -$244K – 174
2018
Q3 		$244K Sell
6,027
-25
-0.4% -$1.03K 0.09% 144
2018
Q2 		$273K Buy
6,052
+199
+3% +$9.91K 0.11% 119
2018
Q1 		$275K Sell
5,853
-67
-1% -$3.31K 0.12% 109
2017
Q4 		$289K Sell
5,920
-143
-2% -$6.3K 0.12% 108
2017
Q3 		$279K Hold
6,063
– – 0.12% 102
2017
Q2 		$259K Buy
6,063
+200
+3% +$9.18K 0.11% 109
2017
Q1 		$289K Hold
5,863
– – 0.14% 97
2016
Q4 		$317K Buy
+5,863
New +$292K 0.17% 84

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Ahrens Investment Partners's HAL Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Halliburton (HAL) in Q1 2023: 1,948 shares worth $61.6K. The stake represents 0.03% of the portfolio and ranks #288 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in HAL as recently as Q2 2022.

Ahrens Investment Partners first reported a position in HAL in Q4 2016 and has held it in 12 quarters since. The position peaked at $317K in Q4 2016. 932 funds tracked by Wall St. Rank hold HAL as of Q1 2023.

  • Ahrens Investment Partners held 1,948 shares of Halliburton worth $61.6K as of Q1 2023.
  • Halliburton was a new Ahrens Investment Partners position in Q1 2023.
  • Halliburton made up 0.03% of Ahrens Investment Partners's portfolio in Q1 2023, its #288 holding.
  • Ahrens Investment Partners first reported a position in Halliburton in Q4 2016 and has held it in 12 quarters since.
  • Ahrens Investment Partners's Halliburton position peaked at $317K in Q4 2016.
  • 932 funds tracked by Wall St. Rank held Halliburton as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.