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Diligent Investors’s Halliburton HAL Stock Holding History

Diligent Investors’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 		– Sell
-5,532
Closed -$218K – 343
2024
Q1 		$218K Sell
5,532
-826
-13% -$29.6K 0.05% 303
2023
Q4 		$230K Sell
6,358
-98
-2% -$3.77K 0.06% 279
2023
Q3 		$261K Buy
6,456
+134
+2% +$5.25K 0.08% 243
2023
Q2 		$209K Buy
+6,322
New +$200K 0.06% 258
2023
Q1 		– Sell
-6,315
Closed -$248K – 289
2022
Q4 		$248K Buy
+6,315
New +$224K 0.08% 222
2020
Q1 		– Sell
-9,447
Closed -$231K – 190
2019
Q4 		$231K Buy
+9,447
New +$199K 0.1% 180
2019
Q3 		– Sell
-9,331
Closed -$212K – 219
2019
Q2 		$212K Sell
9,331
-38
-0.4% -$986 0.11% 192
2019
Q1 		$275K Buy
9,369
+159
+2% +$4.8K 0.16% 151
2018
Q4 		$245K Sell
9,210
-349
-4% -$11.8K 0.16% 144
2018
Q3 		$387K Hold
9,559
– – 0.21% 123
2018
Q2 		$431K Hold
9,559
– – 0.26% 103
2018
Q1 		$449K Sell
9,559
-1,500
-14% -$74K 0.27% 104
2017
Q4 		$540K Buy
11,059
+1
+0% +$44 0.34% 86
2017
Q3 		$509K Sell
11,058
-66
-0.6% -$2.77K 0.37% 75
2017
Q2 		$475K Sell
11,124
-500
-4% -$23K 0.34% 78
2017
Q1 		$573K Buy
11,624
+200
+2% +$10.8K 0.44% 62
2016
Q4 		$618K Sell
11,424
-200
-2% -$9.97K 0.49% 56
2016
Q3 		$523K Buy
11,624
+103
+0.9% +$4.5K 0.42% 62
2016
Q2 		$522K Sell
11,521
-350
-3% -$14.4K 0.5% 53
2016
Q1 		$424K Sell
11,871
-914
-7% -$29.8K 0.46% 63
2015
Q4 		$435K Sell
12,785
-1,296
-9% -$48.9K 0.49% 58
2015
Q3 		$550K Buy
+14,081
New +$554K 0.59% 51

Other funds holding HAL

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Diligent Investors's HAL Position: Q2 2024 in Review

Diligent Investors sold out of Halliburton (HAL) in Q2 2024, closing a stake of 5,532 shares — an estimated $218K sold.

Diligent Investors first reported a position in HAL in Q3 2015 and held it in 22 quarters. The position peaked at $618K in Q4 2016. 978 funds tracked by Wall St. Rank hold HAL as of Q2 2024.

  • Diligent Investors reported no remaining Halliburton position as of Q2 2024 after selling out during the quarter.
  • Diligent Investors sold 5,532 Halliburton shares in Q2 2024, an estimated $218K.
  • Diligent Investors first reported a position in Halliburton in Q3 2015 and held it in 22 quarters.
  • Diligent Investors's Halliburton position peaked at $618K in Q4 2016.
  • 978 funds tracked by Wall St. Rank held Halliburton as of Q2 2024.

Based on Diligent Investors's 13F filing for Q2 2024, filed 15 Jul 2024.