IA
HAL icon

Insight Advisors’s Halliburton HAL Stock Holding History

Insight 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
2023
Q1 		– Sell
-12,677
Closed -$490K – 316
2022
Q4 		$490K Buy
12,677
+387
+3% +$13.7K 0.17% 160
2022
Q3 		$303K Buy
12,290
+200
+2% +$5.72K 0.12% 212
2022
Q2 		$359K Sell
12,090
-7,355
-38% -$274K 0.12% 203
2022
Q1 		$736K Buy
+19,445
New +$629K 0.22% 122
2021
Q2 		– Sell
-10,733
Closed -$221K – 321
2021
Q1 		$221K Buy
+10,733
New +$225K 0.07% 301

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 $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Insight Advisors's HAL Position: Q1 2023 in Review

Insight Advisors sold out of Halliburton (HAL) in Q1 2023, closing a stake of 12,677 shares — an estimated $490K sold.

Insight Advisors first reported a position in HAL in Q1 2021 and held it in 5 quarters. The position peaked at $736K in Q1 2022. 932 funds tracked by Wall St. Rank hold HAL as of Q1 2023.

  • Insight Advisors reported no remaining Halliburton position as of Q1 2023 after selling out during the quarter.
  • Insight Advisors sold 12,677 Halliburton shares in Q1 2023, an estimated $490K.
  • Insight Advisors first reported a position in Halliburton in Q1 2021 and held it in 5 quarters.
  • Insight Advisors's Halliburton position peaked at $736K in Q1 2022.
  • 932 funds tracked by Wall St. Rank held Halliburton as of Q1 2023.

Based on Insight Advisors's 13F filing for Q1 2023, filed 3 May 2023.