Jackson Square Capital’s Halliburton HAL Stock Holding History

Jackson Square Capital’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	-32,446	Closed	-$1.28M	–	119
2022 Q4	$1.28M	Buy	+32,446	New	+$1.15M	0.6%	48
2022 Q3	–	Sell	-74,482	Closed	-$2.34M	–	134
2022 Q2	$2.34M	Buy	+74,482	New	+$2.78M	0.99%	33

Other funds holding HAL

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

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Jackson Square Capital's HAL Position: Q1 2023 in Review

Jackson Square Capital sold out of Halliburton (HAL) in Q1 2023, closing a stake of 32,446 shares — an estimated $1.28M sold.

Jackson Square Capital first reported a position in HAL in Q2 2022 and held it in 2 quarters. The position peaked at $2.34M in Q2 2022. 932 funds tracked by Wall St. Rank hold HAL as of Q1 2023.

Jackson Square Capital reported no remaining Halliburton position as of Q1 2023 after selling out during the quarter.
Jackson Square Capital sold 32,446 Halliburton shares in Q1 2023, an estimated $1.28M.
Jackson Square Capital first reported a position in Halliburton in Q2 2022 and held it in 2 quarters.
Jackson Square Capital's Halliburton position peaked at $2.34M in Q2 2022.
932 funds tracked by Wall St. Rank held Halliburton as of Q1 2023.

Based on Jackson Square Capital's 13F filing for Q1 2023, filed 21 Apr 2023.