Financial Insights’s Halliburton HAL Stock Holding History

Financial Insights’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 Q3	–	Sell	-12,854	Closed	-$434K	–	156
2024 Q2	$434K	Sell	12,854 -4,587	-26%	-$169K	0.12%	105
2024 Q1	$688K	Sell	17,441 -5,700	-25%	-$204K	0.19%	83
2023 Q4	$837K	Sell	23,141 -1,603	-6%	-$61.6K	0.26%	71
2023 Q3	$973K	Buy	24,744 +3,854	+18%	+$151K	0.35%	55
2023 Q2	$689K	Buy	20,890 +9,443	+82%	+$298K	0.25%	73
2023 Q1	$362K	Buy	+11,447	New	+$424K	0.15%	113

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Financial Insights's HAL Position: Q3 2024 in Review

Financial Insights sold out of Halliburton (HAL) in Q3 2024, closing a stake of 12,854 shares — an estimated $434K sold.

Financial Insights first reported a position in HAL in Q1 2023 and held it in 6 quarters. The position peaked at $973K in Q3 2023. 922 funds tracked by Wall St. Rank hold HAL as of Q3 2024.

Financial Insights reported no remaining Halliburton position as of Q3 2024 after selling out during the quarter.
Financial Insights sold 12,854 Halliburton shares in Q3 2024, an estimated $434K.
Financial Insights first reported a position in Halliburton in Q1 2023 and held it in 6 quarters.
Financial Insights's Halliburton position peaked at $973K in Q3 2023.
922 funds tracked by Wall St. Rank held Halliburton as of Q3 2024.

Based on Financial Insights's 13F filing for Q3 2024, filed 22 Oct 2024.