FEM
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Fulcrum Equity Management’s Halliburton HAL Stock Holding History

Fulcrum Equity 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
2022
Q4 		– Sell
-22,628
Closed -$557K – 75
2022
Q3 		$557K Buy
22,628
+77
+0.3% +$2.2K 0.47% 43
2022
Q2 		$707K Buy
22,551
+58
+0.3% +$2.16K 0.57% 40
2022
Q1 		$852K Buy
22,493
+49
+0.2% +$1.58K 0.5% 43
2021
Q4 		$513K Buy
22,444
+31
+0.1% +$734 0.19% 87
2021
Q3 		$485K Sell
22,413
-167
-0.7% -$3.42K 0.19% 89
2021
Q2 		$522K Buy
22,580
+30
+0.1% +$667 0.19% 100
2021
Q1 		$484K Sell
22,550
-465
-2% -$9.73K 0.19% 106
2020
Q4 		$435K Buy
+23,015
New +$357K 0.17% 92

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State Street
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Fidelity Investments
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Sanders Capital
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return