CCB
HAL icon

Cutter & Co Brokerage’s Halliburton HAL Stock Holding History

Cutter & Co Brokerage’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
-12,509
Closed -$507K – 205
2023
Q3 		$507K Sell
12,509
-190
-1% -$7.44K 0.15% 92
2023
Q2 		$419K Sell
12,699
-273
-2% -$8.63K 0.12% 107
2023
Q1 		$410K Sell
12,972
-276
-2% -$10.2K 0.13% 115
2022
Q4 		$521K Sell
13,248
-1,685
-11% -$59.6K 0.18% 93
2022
Q3 		$368K Buy
14,933
+454
+3% +$13K 0.14% 123
2022
Q2 		$454K Buy
+14,479
New +$540K 0.16% 115
2017
Q1 		– Sell
-4,950
Closed -$268K – 269
2016
Q4 		$268K Buy
+4,950
New +$247K 0.11% 171

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

Cutter & Co Brokerage's HAL Position: Q4 2023 in Review

Cutter & Co Brokerage sold out of Halliburton (HAL) in Q4 2023, closing a stake of 12,509 shares — an estimated $507K sold.

Cutter & Co Brokerage first reported a position in HAL in Q4 2016 and held it in 7 quarters. The position peaked at $521K in Q4 2022. 1,002 funds tracked by Wall St. Rank hold HAL as of Q4 2023.

  • Cutter & Co Brokerage reported no remaining Halliburton position as of Q4 2023 after selling out during the quarter.
  • Cutter & Co Brokerage sold 12,509 Halliburton shares in Q4 2023, an estimated $507K.
  • Cutter & Co Brokerage first reported a position in Halliburton in Q4 2016 and held it in 7 quarters.
  • Cutter & Co Brokerage's Halliburton position peaked at $521K in Q4 2022.
  • 1,002 funds tracked by Wall St. Rank held Halliburton as of Q4 2023.

Based on Cutter & Co Brokerage's 13F filing for Q4 2023, filed 1 Feb 2024.