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First Trust Investment Solutions’s Halliburton HAL Stock Holding History

First Trust Investment Solutions’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 		$8.21M Buy
282,635
+36,199
+15% +$1.14M 0.92% 25
2024
Q2 		$8.32M Buy
246,436
+28,202
+13% +$1.04M 1.17% 19
2024
Q1 		$8.6M Buy
218,234
+40,180
+23% +$1.44M 1.52% 20
2023
Q4 		$6.44M Buy
+178,054
New +$6.85M 1.34% 22

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
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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Investment Solutions's HAL Position: Q3 2024 in Review

First Trust Investment Solutions increased its Halliburton (HAL) stake by 15% in Q3 2024, buying an estimated $1.14M and bringing the position to 282,635 shares worth $8.21M. The position accounts for 0.92% of the portfolio, ranked #25.

First Trust Investment Solutions first reported a position in HAL in Q4 2023 and has held it in 4 quarters since. The position peaked at $8.6M in Q1 2024. 922 funds tracked by Wall St. Rank hold HAL as of Q3 2024.

  • First Trust Investment Solutions held 282,635 shares of Halliburton worth $8.21M as of Q3 2024.
  • First Trust Investment Solutions bought 36,199 Halliburton shares in Q3 2024, an estimated $1.14M.
  • Halliburton made up 0.92% of First Trust Investment Solutions's portfolio in Q3 2024, its #25 holding.
  • First Trust Investment Solutions first reported a position in Halliburton in Q4 2023 and has held it in 4 quarters since.
  • First Trust Investment Solutions's Halliburton position peaked at $8.6M in Q1 2024.
  • 922 funds tracked by Wall St. Rank held Halliburton as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.