Evelyn V. Moreno’s Halliburton HAL Stock Holding History

Evelyn V. Moreno’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	$271K	Hold	7,509	–	–	0.13%	111
2023 Q3	$304K	Hold	7,509	–	–	0.07%	103
2023 Q2	$248K	Hold	7,509	–	–	0.05%	103
2023 Q1	$238K	Hold	7,509	–	–	0.05%	107
2022 Q4	$295K	Buy	+7,509	New	+$266K	0.07%	134
2022 Q3	–	Sell	-7,509	Closed	-$235K	–	149
2022 Q2	$235K	Hold	7,509	–	–	0.05%	138
2022 Q1	$284K	Buy	+7,509	New	+$243K	0.06%	85

Other funds holding HAL

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Evelyn V. Moreno's HAL Position: Q4 2023 in Review

Evelyn V. Moreno held its Halliburton (HAL) position steady in Q4 2023 at 7,509 shares worth $271K. The position accounts for 0.13% of the portfolio, ranked #111.

Evelyn V. Moreno first reported a position in HAL in Q1 2022 and has held it in 7 quarters since. The position peaked at $304K in Q3 2023. 1,001 funds tracked by Wall St. Rank hold HAL as of Q4 2023.

Evelyn V. Moreno held 7,509 shares of Halliburton worth $271K as of Q4 2023.
Evelyn V. Moreno left its Halliburton share count unchanged in Q4 2023.
Halliburton made up 0.13% of Evelyn V. Moreno's portfolio in Q4 2023, its #111 holding.
Evelyn V. Moreno first reported a position in Halliburton in Q1 2022 and has held it in 7 quarters since.
Evelyn V. Moreno's Halliburton position peaked at $304K in Q3 2023.
1,001 funds tracked by Wall St. Rank held Halliburton as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.