AFT
HAL icon

Alpha Family Trust’s Halliburton HAL Stock Holding History

Alpha Family Trust’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
2024
Q3 		– Sell
-6,030
Closed -$204K – 164
2024
Q2 		$204K Hold
6,030
– – 0.12% 147
2024
Q1 		$238K Hold
6,030
– – 0.14% 129
2023
Q4 		$218K Hold
6,030
– – 0.15% 137
2023
Q3 		$244K Buy
+6,030
New +$236K 0.19% 105

Other funds holding HAL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alpha Family Trust's HAL Position: Q3 2024 in Review

Alpha Family Trust sold out of Halliburton (HAL) in Q3 2024, closing a stake of 6,030 shares — an estimated $204K sold.

Alpha Family Trust first reported a position in HAL in Q3 2023 and held it in 4 quarters. The position peaked at $244K in Q3 2023. 923 funds tracked by Wall St. Rank hold HAL as of Q3 2024.

  • Alpha Family Trust reported no remaining Halliburton position as of Q3 2024 after selling out during the quarter.
  • Alpha Family Trust sold 6,030 Halliburton shares in Q3 2024, an estimated $204K.
  • Alpha Family Trust first reported a position in Halliburton in Q3 2023 and held it in 4 quarters.
  • Alpha Family Trust's Halliburton position peaked at $244K in Q3 2023.
  • 923 funds tracked by Wall St. Rank held Halliburton as of Q3 2024.

Based on Alpha Family Trust's 13F filing for Q3 2024, filed 7 Nov 2024.