GW & Wade’s Halliburton HAL Stock Holding History

GW & Wade’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
2023 Q4	–	Sell	-5,913	Closed	-$239K	–	429
2023 Q3	$239K	Buy	+5,913	New	+$232K	0.01%	357

Other funds holding HAL

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

GW & Wade's HAL Position: Q4 2023 in Review

GW & Wade sold out of Halliburton (HAL) in Q4 2023, closing a stake of 5,913 shares — an estimated $239K sold.

GW & Wade first reported a position in HAL in Q3 2023 and held it in 1 quarter. The position peaked at $239K in Q3 2023. 1,002 funds tracked by Wall St. Rank hold HAL as of Q4 2023.

GW & Wade reported no remaining Halliburton position as of Q4 2023 after selling out during the quarter.
GW & Wade sold 5,913 Halliburton shares in Q4 2023, an estimated $239K.
GW & Wade first reported a position in Halliburton in Q3 2023 and held it in 1 quarter.
GW & Wade's Halliburton position peaked at $239K in Q3 2023.
1,002 funds tracked by Wall St. Rank held Halliburton as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.