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Buckingham Strategic Wealth’s Halliburton HAL Stock Holding History

Buckingham Strategic Wealth’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 		$744K Buy
22,028
+66
+0.3% +$2.44K 0.01% 386
2024
Q1 		$866K Sell
21,962
-978
-4% -$35K 0.01% 359
2023
Q4 		$829K Buy
+22,940
New +$882K 0.01% 355

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

Buckingham Strategic Wealth's HAL Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Halliburton (HAL) stake by 0.3% in Q2 2024, buying an estimated $2.44K and bringing the position to 22,028 shares worth $744K. The position accounts for 0.01% of the portfolio, ranked #386.

Buckingham Strategic Wealth first reported a position in HAL in Q4 2023 and has held it in 3 quarters since. The position peaked at $866K in Q1 2024. 976 funds tracked by Wall St. Rank hold HAL as of Q2 2024.

  • Buckingham Strategic Wealth held 22,028 shares of Halliburton worth $744K as of Q2 2024.
  • Buckingham Strategic Wealth bought 66 Halliburton shares in Q2 2024, an estimated $2.44K.
  • Halliburton made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #386 holding.
  • Buckingham Strategic Wealth first reported a position in Halliburton in Q4 2023 and has held it in 3 quarters since.
  • Buckingham Strategic Wealth's Halliburton position peaked at $866K in Q1 2024.
  • 976 funds tracked by Wall St. Rank held Halliburton as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.