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Disciplined Investments’s Halliburton HAL Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-97
Closed -$3.2K – 705
2023
Q2 		$3.2K Buy
97
+12
+14% +$379 ﹤0.01% 506
2023
Q1 		$2.69K Sell
85
-30
-26% -$1.11K ﹤0.01% 553
2022
Q4 		$4.53K Sell
115
-611
-84% -$21.6K ﹤0.01% 420
2022
Q3 		$18K Sell
726
-82
-10% -$2.35K 0.01% 317
2022
Q2 		$25K Buy
808
+308
+62% +$11.5K 0.01% 298
2022
Q1 		$19K Buy
+500
New +$16.2K 0.01% 333

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Disciplined Investments's HAL Position: Q3 2023 in Review

Disciplined Investments sold out of Halliburton (HAL) in Q3 2023, closing a stake of 97 shares — an estimated $3.2K sold.

Disciplined Investments first reported a position in HAL in Q1 2022 and held it in 6 quarters. The position peaked at $25K in Q2 2022. 957 funds tracked by Wall St. Rank hold HAL as of Q3 2023.

  • Disciplined Investments reported no remaining Halliburton position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 97 Halliburton shares in Q3 2023, an estimated $3.2K.
  • Disciplined Investments first reported a position in Halliburton in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Halliburton position peaked at $25K in Q2 2022.
  • 957 funds tracked by Wall St. Rank held Halliburton as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.