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Industrial Alliance Investment Management’s Halliburton HAL Stock Holding History

Industrial Alliance Investment 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
2023
Q2 		– Sell
-10,081
Closed -$319K – 306
2023
Q1 		$319K Buy
+10,081
New +$373K 0.01% 395
2022
Q1 		– Sell
-15,838
Closed -$362K – 433
2021
Q4 		$362K Buy
+15,838
New +$375K 0.01% 322

Other funds holding HAL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Industrial Alliance Investment Management's HAL Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Halliburton (HAL) in Q2 2023, closing a stake of 10,081 shares — an estimated $319K sold.

Industrial Alliance Investment Management first reported a position in HAL in Q4 2021 and held it in 2 quarters. The position peaked at $362K in Q4 2021. 914 funds tracked by Wall St. Rank hold HAL as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining Halliburton position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 10,081 Halliburton shares in Q2 2023, an estimated $319K.
  • Industrial Alliance Investment Management first reported a position in Halliburton in Q4 2021 and held it in 2 quarters.
  • Industrial Alliance Investment Management's Halliburton position peaked at $362K in Q4 2021.
  • 914 funds tracked by Wall St. Rank held Halliburton as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.