FORA Capital’s Halliburton HAL Stock Holding History

FORA Capital’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
2022 Q4	–	Sell	-11,840	Closed	-$292K	–	551
2022 Q3	$292K	Buy	+11,840	New	+$339K	0.06%	337
2022 Q2	–	Sell	-39,354	Closed	-$1.52M	–	530
2022 Q1	$1.52M	Buy	+39,354	New	+$1.27M	0.27%	115
2020 Q2	–	Sell	-147,978	Closed	-$1.01M	–	1070
2020 Q1	$1.01M	Buy	+147,978	New	+$2.58M	0.22%	116

Other funds holding HAL

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

FORA Capital's HAL Position: Q4 2022 in Review

FORA Capital sold out of Halliburton (HAL) in Q4 2022, closing a stake of 11,840 shares — an estimated $292K sold.

FORA Capital first reported a position in HAL in Q1 2020 and held it in 3 quarters. The position peaked at $1.52M in Q1 2022. 943 funds tracked by Wall St. Rank hold HAL as of Q4 2022.

FORA Capital reported no remaining Halliburton position as of Q4 2022 after selling out during the quarter.
FORA Capital sold 11,840 Halliburton shares in Q4 2022, an estimated $292K.
FORA Capital first reported a position in Halliburton in Q1 2020 and held it in 3 quarters.
FORA Capital's Halliburton position peaked at $1.52M in Q1 2022.
943 funds tracked by Wall St. Rank held Halliburton as of Q4 2022.

Based on FORA Capital's 13F filing for Q4 2022, filed 8 Feb 2023.