JWM
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Jeppson Wealth Management’s Halliburton HAL Stock Holding History

Jeppson Wealth 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
Q1 		– Sell
-5,850
Closed -$230K – 203
2022
Q4 		$230K Buy
+5,850
New +$207K 0.1% 182
2020
Q4 		– Sell
-6,550
Closed -$79K – 251
2020
Q3 		$79K Buy
+6,550
New +$94.8K 0.06% 186

Other funds holding HAL

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Jeppson Wealth Management's HAL Position: Q1 2023 in Review

Jeppson Wealth Management sold out of Halliburton (HAL) in Q1 2023, closing a stake of 5,850 shares — an estimated $230K sold.

Jeppson Wealth Management first reported a position in HAL in Q3 2020 and held it in 2 quarters. The position peaked at $230K in Q4 2022. 932 funds tracked by Wall St. Rank hold HAL as of Q1 2023.

  • Jeppson Wealth Management reported no remaining Halliburton position as of Q1 2023 after selling out during the quarter.
  • Jeppson Wealth Management sold 5,850 Halliburton shares in Q1 2023, an estimated $230K.
  • Jeppson Wealth Management first reported a position in Halliburton in Q3 2020 and held it in 2 quarters.
  • Jeppson Wealth Management's Halliburton position peaked at $230K in Q4 2022.
  • 932 funds tracked by Wall St. Rank held Halliburton as of Q1 2023.

Based on Jeppson Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.