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Berry Wealth Group’s Halliburton HAL Stock Holding History

Berry Wealth Group’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
-10,342
Closed -$349K – 99
2024
Q2 		$349K Buy
10,342
+728
+8% +$26.9K 0.28% 48
2024
Q1 		$379K Sell
9,614
-3,486
-27% -$125K 0.31% 41
2023
Q4 		$474K Buy
+13,100
New +$504K 0.44% 37

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

Berry Wealth Group's HAL Position: Q3 2024 in Review

Berry Wealth Group sold out of Halliburton (HAL) in Q3 2024, closing a stake of 10,342 shares — an estimated $349K sold.

Berry Wealth Group first reported a position in HAL in Q4 2023 and held it in 3 quarters. The position peaked at $474K in Q4 2023. 922 funds tracked by Wall St. Rank hold HAL as of Q3 2024.

  • Berry Wealth Group reported no remaining Halliburton position as of Q3 2024 after selling out during the quarter.
  • Berry Wealth Group sold 10,342 Halliburton shares in Q3 2024, an estimated $349K.
  • Berry Wealth Group first reported a position in Halliburton in Q4 2023 and held it in 3 quarters.
  • Berry Wealth Group's Halliburton position peaked at $474K in Q4 2023.
  • 922 funds tracked by Wall St. Rank held Halliburton as of Q3 2024.

Based on Berry Wealth Group's 13F filing for Q3 2024, filed 21 Oct 2024.