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Financial Counselors Inc’s Halliburton HAL Stock Holding History

Financial Counselors Inc’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
-5,694
Closed -$224K – 506
2022
Q4 		$224K Buy
+5,694
New +$202K 0.01% 468
2020
Q2 		– Sell
-10,673
Closed -$73K – 529
2020
Q1 		$73K Sell
10,673
-126,538
-92% -$2.2M ﹤0.01% 464
2019
Q4 		$3.36M Sell
137,211
-10,021
-7% -$211K 0.12% 174
2019
Q3 		$2.77M Sell
147,232
-2,354
-2% -$48.7K 0.11% 189
2019
Q2 		$3.4M Buy
149,586
+10,341
+7% +$268K 0.14% 160
2019
Q1 		$4.08M Buy
139,245
+25,607
+23% +$773K 0.17% 148
2018
Q4 		$3.02M Sell
113,638
-28,053
-20% -$946K 0.15% 165
2018
Q3 		$5.74M Buy
141,691
+2,617
+2% +$108K 0.25% 124
2018
Q2 		$6.27M Buy
139,074
+3,416
+3% +$170K 0.29% 111
2018
Q1 		$6.37M Buy
135,658
+12,517
+10% +$618K 0.3% 111
2017
Q4 		$6.02M Buy
123,141
+23,557
+24% +$1.04M 0.28% 125
2017
Q3 		$4.58M Buy
99,584
+51,307
+106% +$2.15M 0.22% 143
2017
Q2 		$2.06M Buy
48,277
+1,136
+2% +$52.2K 0.1% 210
2017
Q1 		$2.32M Buy
47,141
+40,465
+606% +$2.18M 0.12% 191
2016
Q4 		$361K Buy
+6,676
New +$333K 0.02% 365
2016
Q2 		$323K Sell
7,132
-127
-2% -$5.22K 0.02% 362
2016
Q1 		$259K Sell
7,259
-1,076
-13% -$35.1K 0.02% 379
2015
Q4 		$284K Sell
8,335
-524
-6% -$19.8K 0.02% 366
2015
Q3 		$313K Sell
8,859
-11,455
-56% -$451K 0.02% 354
2015
Q2 		$875K Buy
20,314
+6,186
+44% +$285K 0.06% 266
2015
Q1 		$620K Sell
14,128
-269
-2% -$11.2K 0.04% 305
2014
Q4 		$566K Sell
14,397
-14,405
-50% -$701K 0.04% 304
2014
Q3 		$1.86M Sell
28,802
-9,901
-26% -$679K 0.13% 196
2014
Q2 		$2.75M Buy
38,703
+327
+0.9% +$21K 0.19% 157
2014
Q1 		$2.26M Buy
38,376
+893
+2% +$47.7K 0.16% 169
2013
Q4 		$1.9M Sell
37,483
-6,498
-15% -$336K 0.14% 172
2013
Q3 		$2.12M Buy
43,981
+2,133
+5% +$99.9K 0.17% 161
2013
Q2 		$1.75M Buy
+41,848
New +$1.75M 0.15% 168

Other funds holding HAL

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Financial Counselors Inc's HAL Position: Q1 2023 in Review

Financial Counselors Inc sold out of Halliburton (HAL) in Q1 2023, closing a stake of 5,694 shares — an estimated $224K sold.

Financial Counselors Inc first reported a position in HAL in Q2 2013 and held it in 28 quarters. The position peaked at $6.37M in Q1 2018. 932 funds tracked by Wall St. Rank hold HAL as of Q1 2023.

  • Financial Counselors Inc reported no remaining Halliburton position as of Q1 2023 after selling out during the quarter.
  • Financial Counselors Inc sold 5,694 Halliburton shares in Q1 2023, an estimated $224K.
  • Financial Counselors Inc first reported a position in Halliburton in Q2 2013 and held it in 28 quarters.
  • Financial Counselors Inc's Halliburton position peaked at $6.37M in Q1 2018.
  • 932 funds tracked by Wall St. Rank held Halliburton as of Q1 2023.

Based on Financial Counselors Inc's 13F filing for Q1 2023, filed 2 May 2023.