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Crestone Asset Management’s Halliburton HAL Stock Holding History

Crestone Asset 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
-7,126
Closed -$289K – 116
2023
Q3 		$289K Buy
+7,126
New +$279K 0.07% 77

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

Crestone Asset Management's HAL Position: Q4 2023 in Review

Crestone Asset Management sold out of Halliburton (HAL) in Q4 2023, closing a stake of 7,126 shares — an estimated $289K sold.

Crestone Asset Management first reported a position in HAL in Q3 2023 and held it in 1 quarter. The position peaked at $289K in Q3 2023. 1,001 funds tracked by Wall St. Rank hold HAL as of Q4 2023.

  • Crestone Asset Management reported no remaining Halliburton position as of Q4 2023 after selling out during the quarter.
  • Crestone Asset Management sold 7,126 Halliburton shares in Q4 2023, an estimated $289K.
  • Crestone Asset Management first reported a position in Halliburton in Q3 2023 and held it in 1 quarter.
  • Crestone Asset Management's Halliburton position peaked at $289K in Q3 2023.
  • 1,001 funds tracked by Wall St. Rank held Halliburton as of Q4 2023.

Based on Crestone Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.