InceptionR’s Halliburton HAL Stock Holding History

InceptionR’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	–	Sell	-16,389	Closed	-$476K	–	722
2024 Q3	$476K	Sell	16,389 -7,245	-31%	-$228K	0.12%	332
2024 Q2	$798K	Buy	+23,634	New	+$872K	0.23%	160

Other funds holding HAL

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

InceptionR's HAL Position: Q4 2024 in Review

InceptionR sold out of Halliburton (HAL) in Q4 2024, closing a stake of 16,389 shares — an estimated $476K sold.

InceptionR first reported a position in HAL in Q2 2024 and held it in 2 quarters. The position peaked at $798K in Q2 2024. 954 funds tracked by Wall St. Rank hold HAL as of Q4 2024.

InceptionR reported no remaining Halliburton position as of Q4 2024 after selling out during the quarter.
InceptionR sold 16,389 Halliburton shares in Q4 2024, an estimated $476K.
InceptionR first reported a position in Halliburton in Q2 2024 and held it in 2 quarters.
InceptionR's Halliburton position peaked at $798K in Q2 2024.
954 funds tracked by Wall St. Rank held Halliburton as of Q4 2024.

Based on InceptionR's 13F filing for Q4 2024, filed 6 Feb 2025.