ERIC
HAL icon

Eagle Rock Investment Company’s Halliburton HAL Stock Holding History

Eagle Rock Investment Company’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
Q1 		– Sell
-5,000
Closed -$205K – 132
2022
Q4 		$205K Buy
+5,000
New +$177K 0.05% 132

Other funds holding HAL

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Eagle Rock Investment Company's HAL Position: Q1 2023 in Review

Eagle Rock Investment Company sold out of Halliburton (HAL) in Q1 2023, closing a stake of 5,000 shares — an estimated $205K sold.

Eagle Rock Investment Company first reported a position in HAL in Q4 2022 and held it in 1 quarter. The position peaked at $205K in Q4 2022. 932 funds tracked by Wall St. Rank hold HAL as of Q1 2023.

  • Eagle Rock Investment Company reported no remaining Halliburton position as of Q1 2023 after selling out during the quarter.
  • Eagle Rock Investment Company sold 5,000 Halliburton shares in Q1 2023, an estimated $205K.
  • Eagle Rock Investment Company first reported a position in Halliburton in Q4 2022 and held it in 1 quarter.
  • Eagle Rock Investment Company's Halliburton position peaked at $205K in Q4 2022.
  • 932 funds tracked by Wall St. Rank held Halliburton as of Q1 2023.

Based on Eagle Rock Investment Company's 13F filing for Q1 2023, filed 10 Apr 2023.