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Artemis Investment Management’s Halliburton HAL Stock Holding History

Artemis 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
2023
Q4 		– Sell
-278,573
Closed -$11.3M – 230
2023
Q3 		$11.3M Sell
278,573
-276,371
-50% -$10.8M 0.16% 122
2023
Q2 		$18.3M Sell
554,944
-5,467
-1% -$173K 0.23% 112
2023
Q1 		$17.7M Sell
560,411
-58,892
-10% -$2.18M 0.22% 116
2022
Q4 		$24.5M Buy
+619,303
New +$21.9M 0.28% 99
2022
Q3 		– Sell
-218,591
Closed -$6.87M – 252
2022
Q2 		$6.87M Buy
+218,591
New +$8.15M 0.07% 168
2014
Q4 		– Sell
-167,874
Closed -$10.8M – 249
2014
Q3 		$10.8M Buy
+167,874
New +$11.5M 0.54% 63

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Artemis Investment Management's HAL Position: Q4 2023 in Review

Artemis Investment Management sold out of Halliburton (HAL) in Q4 2023, closing a stake of 278,573 shares — an estimated $11.3M sold.

Artemis Investment Management first reported a position in HAL in Q3 2014 and held it in 6 quarters. The position peaked at $24.5M in Q4 2022. 1,001 funds tracked by Wall St. Rank hold HAL as of Q4 2023.

  • Artemis Investment Management reported no remaining Halliburton position as of Q4 2023 after selling out during the quarter.
  • Artemis Investment Management sold 278,573 Halliburton shares in Q4 2023, an estimated $11.3M.
  • Artemis Investment Management first reported a position in Halliburton in Q3 2014 and held it in 6 quarters.
  • Artemis Investment Management's Halliburton position peaked at $24.5M in Q4 2022.
  • 1,001 funds tracked by Wall St. Rank held Halliburton as of Q4 2023.

Based on Artemis Investment Management's 13F filing for Q4 2023, filed 17 Jan 2024.