Burns Matteson Capital Management’s Halliburton HAL Stock Holding History

Burns Matteson Capital 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 Q2	–	Sell	-15,724	Closed	-$498K	–	163
2023 Q1	$498K	Buy	+15,724	New	+$582K	0.32%	92

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Burns Matteson Capital Management's HAL Position: Q2 2023 in Review

Burns Matteson Capital Management sold out of Halliburton (HAL) in Q2 2023, closing a stake of 15,724 shares — an estimated $498K sold.

Burns Matteson Capital Management first reported a position in HAL in Q1 2023 and held it in 1 quarter. The position peaked at $498K in Q1 2023. 913 funds tracked by Wall St. Rank hold HAL as of Q2 2023.

Burns Matteson Capital Management reported no remaining Halliburton position as of Q2 2023 after selling out during the quarter.
Burns Matteson Capital Management sold 15,724 Halliburton shares in Q2 2023, an estimated $498K.
Burns Matteson Capital Management first reported a position in Halliburton in Q1 2023 and held it in 1 quarter.
Burns Matteson Capital Management's Halliburton position peaked at $498K in Q1 2023.
913 funds tracked by Wall St. Rank held Halliburton as of Q2 2023.

Based on Burns Matteson Capital Management's 13F filing for Q2 2023, filed 12 Dec 2023.