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Freedom Investment Management’s Halliburton HAL Stock Holding History

Freedom Investment Management’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
-19,769
Closed -$668K – 794
2024
Q2 		$668K Sell
19,769
-6,610
-25% -$244K 0.05% 333
2024
Q1 		$1.04M Buy
26,379
+4,055
+18% +$145K 0.08% 235
2023
Q4 		$807K Sell
22,324
-328
-1% -$12.6K 0.07% 310
2023
Q3 		$917K Buy
22,652
+11,052
+95% +$433K 0.11% 226
2023
Q2 		$383K Buy
11,600
+1,514
+15% +$47.8K 0.04% 471
2023
Q1 		$319K Buy
+10,086
New +$374K 0.04% 536
2021
Q2 		– Sell
-12,259
Closed -$263K – 891
2021
Q1 		$263K Sell
12,259
-395
-3% -$8.27K 0.02% 699
2020
Q4 		$239K Buy
+12,654
New +$196K 0.03% 528
2018
Q4 		– Sell
-11,053
Closed -$436K – 820
2018
Q3 		$436K Buy
+11,053
New +$457K 0.03% 581
2014
Q4 		– Sell
-8,674
Closed -$560K – 601
2014
Q3 		$560K Sell
8,674
-8,224
-49% -$564K 0.1% 208
2014
Q2 		$1.2M Buy
16,898
+324
+2% +$20.8K 0.2% 78
2014
Q1 		$976K Buy
16,574
+1,422
+9% +$75.9K 0.21% 74
2013
Q4 		$769K Sell
15,152
-762
-5% -$39.4K 0.19% 83
2013
Q3 		$766K Sell
15,914
-2,210
-12% -$104K 0.22% 76
2013
Q2 		$756K Buy
+18,124
New +$758K 0.26% 67

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

Freedom Investment Management's HAL Position: Q3 2024 in Review

Freedom Investment Management sold out of Halliburton (HAL) in Q3 2024, closing a stake of 19,769 shares — an estimated $668K sold.

Freedom Investment Management first reported a position in HAL in Q2 2013 and held it in 15 quarters. The position peaked at $1.2M in Q2 2014. 922 funds tracked by Wall St. Rank hold HAL as of Q3 2024.

  • Freedom Investment Management reported no remaining Halliburton position as of Q3 2024 after selling out during the quarter.
  • Freedom Investment Management sold 19,769 Halliburton shares in Q3 2024, an estimated $668K.
  • Freedom Investment Management first reported a position in Halliburton in Q2 2013 and held it in 15 quarters.
  • Freedom Investment Management's Halliburton position peaked at $1.2M in Q2 2014.
  • 922 funds tracked by Wall St. Rank held Halliburton as of Q3 2024.

Based on Freedom Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.