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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

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Fulcrum Equity Management's HAL Position: Q4 2022 in Review

Fulcrum Equity Management sold out of Halliburton (HAL) in Q4 2022, closing a stake of 22,628 shares — an estimated $557K sold.

Fulcrum Equity Management first reported a position in HAL in Q4 2020 and held it in 8 quarters. The position peaked at $852K in Q1 2022. 943 funds tracked by Wall St. Rank hold HAL as of Q4 2022.

  • Fulcrum Equity Management reported no remaining Halliburton position as of Q4 2022 after selling out during the quarter.
  • Fulcrum Equity Management sold 22,628 Halliburton shares in Q4 2022, an estimated $557K.
  • Fulcrum Equity Management first reported a position in Halliburton in Q4 2020 and held it in 8 quarters.
  • Fulcrum Equity Management's Halliburton position peaked at $852K in Q1 2022.
  • 943 funds tracked by Wall St. Rank held Halliburton as of Q4 2022.

Based on Fulcrum Equity Management's 13F filing for Q4 2022, filed 10 Jan 2023.