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Geller Advisors’s Halliburton HAL Stock Holding History

Geller Advisors’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
Q4 		$771K Buy
28,344
+6,818
+32% +$199K 0.05% 87
2024
Q3 		$625K Sell
21,526
-9,345
-30% -$295K 0.04% 111
2024
Q2 		$1.04M Sell
30,871
-597
-2% -$22K 0.08% 69
2024
Q1 		$1.24M Buy
31,468
+1,967
+7% +$70.5K 0.1% 58
2023
Q4 		$1.07M Buy
29,501
+13,174
+81% +$506K 0.1% 65
2023
Q3 		$661K Sell
16,327
-5,105
-24% -$200K 0.08% 80
2023
Q2 		$707K Buy
21,432
+8,590
+67% +$271K 0.09% 72
2023
Q1 		$406K Sell
12,842
-15,911
-55% -$589K 0.06% 91
2022
Q4 		$1.13M Sell
28,753
-1,926
-6% -$68.2K 0.19% 25
2022
Q3 		$755K Buy
30,679
+11,923
+64% +$341K 0.16% 30
2022
Q2 		$588K Buy
18,756
+13,284
+243% +$495K 0.12% 46
2022
Q1 		$207K Sell
5,472
-10,235
-65% -$331K 0.04% 163
2021
Q4 		$359K Sell
15,707
-461
-3% -$10.9K 0.07% 99
2021
Q3 		$350K Buy
+16,168
New +$331K 0.08% 88

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geller Advisors's HAL Position: Q4 2024 in Review

Geller Advisors increased its Halliburton (HAL) stake by 32% in Q4 2024, buying an estimated $199K and bringing the position to 28,344 shares worth $771K. The position accounts for 0.05% of the portfolio, ranked #87.

Geller Advisors first reported a position in HAL in Q3 2021 and has held it in 14 quarters since. The position peaked at $1.24M in Q1 2024. 954 funds tracked by Wall St. Rank hold HAL as of Q4 2024.

  • Geller Advisors held 28,344 shares of Halliburton worth $771K as of Q4 2024.
  • Geller Advisors bought 6,818 Halliburton shares in Q4 2024, an estimated $199K.
  • Halliburton made up 0.05% of Geller Advisors's portfolio in Q4 2024, its #87 holding.
  • Geller Advisors first reported a position in Halliburton in Q3 2021 and has held it in 14 quarters since.
  • Geller Advisors's Halliburton position peaked at $1.24M in Q1 2024.
  • 954 funds tracked by Wall St. Rank held Halliburton as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.