Alta Advisers’s Halliburton HAL Stock Holding History

Alta Advisers’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 Q4	–	Sell	-3,500	Closed	-$102K	–	269
2024 Q3	$102K	Hold	3,500	–	–	0.05%	295
2024 Q2	$118K	Hold	3,500	–	–	0.06%	218
2024 Q1	$138K	Hold	3,500	–	–	0.07%	194
2023 Q4	$127K	Hold	3,500	–	–	0.07%	198
2023 Q3	$142K	Hold	3,500	–	–	0.08%	149
2023 Q2	$115K	Hold	3,500	–	–	0.07%	202
2023 Q1	$111K	Hold	3,500	–	–	0.07%	203
2022 Q4	$138K	Hold	3,500	–	–	0.08%	151
2022 Q3	$86K	Buy	+3,500	New	+$100K	0.05%	233

Other funds holding HAL

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Alta Advisers's HAL Position: Q4 2024 in Review

Alta Advisers sold out of Halliburton (HAL) in Q4 2024, closing a stake of 3,500 shares — an estimated $102K sold.

Alta Advisers first reported a position in HAL in Q3 2022 and held it in 9 quarters. The position peaked at $142K in Q3 2023. 954 funds tracked by Wall St. Rank hold HAL as of Q4 2024.

Alta Advisers reported no remaining Halliburton position as of Q4 2024 after selling out during the quarter.
Alta Advisers sold 3,500 Halliburton shares in Q4 2024, an estimated $102K.
Alta Advisers first reported a position in Halliburton in Q3 2022 and held it in 9 quarters.
Alta Advisers's Halliburton position peaked at $142K in Q3 2023.
954 funds tracked by Wall St. Rank held Halliburton as of Q4 2024.

Based on Alta Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.