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Aquila Investment Management’s Halliburton HAL Stock Holding History

Aquila Investment Management’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
Q2 		– Sell
-18,000
Closed -$710K – 69
2024
Q1 		$710K Hold
18,000
– – 0.61% 59
2023
Q4 		$651K Hold
18,000
– – 0.56% 68
2023
Q3 		$729K Hold
18,000
– – 0.67% 63
2023
Q2 		$594K Hold
18,000
– – 0.49% 77
2023
Q1 		$570K Hold
18,000
– – 0.47% 73
2022
Q4 		$708K Sell
18,000
-6,000
-25% -$212K 0.55% 78
2022
Q3 		$591K Buy
24,000
+2,000
+9% +$57.2K 0.44% 81
2022
Q2 		$690K Buy
+22,000
New +$820K 0.49% 79

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aquila Investment Management's HAL Position: Q2 2024 in Review

Aquila Investment Management sold out of Halliburton (HAL) in Q2 2024, closing a stake of 18,000 shares — an estimated $710K sold.

Aquila Investment Management first reported a position in HAL in Q2 2022 and held it in 8 quarters. The position peaked at $729K in Q3 2023. 976 funds tracked by Wall St. Rank hold HAL as of Q2 2024.

  • Aquila Investment Management reported no remaining Halliburton position as of Q2 2024 after selling out during the quarter.
  • Aquila Investment Management sold 18,000 Halliburton shares in Q2 2024, an estimated $710K.
  • Aquila Investment Management first reported a position in Halliburton in Q2 2022 and held it in 8 quarters.
  • Aquila Investment Management's Halliburton position peaked at $729K in Q3 2023.
  • 976 funds tracked by Wall St. Rank held Halliburton as of Q2 2024.

Based on Aquila Investment Management's 13F filing for Q2 2024, filed 24 Jul 2024.