AM Squared’s Halliburton HAL Stock Holding History

AM Squared’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	$224K	Buy	7,700 +1,000	+15%	+$31.5K	0.5%	16
2024 Q2	$226K	Buy	+6,700	New	+$247K	0.57%	15

Other funds holding HAL

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

AM Squared's HAL Position: Q3 2024 in Review

AM Squared increased its Halliburton (HAL) stake by 15% in Q3 2024, buying an estimated $31.5K and bringing the position to 7,700 shares worth $224K. The position accounts for 0.5% of the portfolio, ranked #16.

AM Squared first reported a position in HAL in Q2 2024 and has held it in 2 quarters since. The position peaked at $226K in Q2 2024. 923 funds tracked by Wall St. Rank hold HAL as of Q3 2024.

AM Squared held 7,700 shares of Halliburton worth $224K as of Q3 2024.
AM Squared bought 1,000 Halliburton shares in Q3 2024, an estimated $31.5K.
Halliburton made up 0.5% of AM Squared's portfolio in Q3 2024, its #16 holding.
AM Squared first reported a position in Halliburton in Q2 2024 and has held it in 2 quarters since.
AM Squared's Halliburton position peaked at $226K in Q2 2024.
923 funds tracked by Wall St. Rank held Halliburton as of Q3 2024.

Based on AM Squared's 13F filing for Q3 2024, filed 7 Nov 2024.