Joel Isaacson & Co’s Halliburton HAL Stock Holding History

Joel Isaacson & Co’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
2022 Q2	–	Sell	-17,000	Closed	-$708K	–	307
2022 Q1	$708K	Buy	+17,000	New	+$550K	0.05%	144
2017 Q1	–	Sell	-600	Closed	-$32K	–	320
2016 Q4	$32K	Hold	600	–	–	0.01%	372
2016 Q3	$27K	Hold	600	–	–	0.01%	424
2016 Q2	$27K	Hold	600	–	–	0.01%	413
2016 Q1	$21K	Hold	600	–	–	﹤0.01%	476
2015 Q4	$20K	Hold	600	–	–	﹤0.01%	460
2015 Q3	$21K	Hold	600	–	–	0.01%	469
2015 Q2	$26K	Hold	600	–	–	0.01%	461
2015 Q1	$26K	Sell	600 -65	-10%	-$2.71K	0.01%	450
2014 Q4	$26K	Buy	665 +65	+11%	+$3.16K	0.01%	398
2014 Q3	$39K	Hold	600	–	–	0.01%	334
2014 Q2	$43K	Hold	600	–	–	0.01%	320
2014 Q1	$35K	Hold	600	–	–	0.01%	343
2013 Q4	$30K	Hold	600	–	–	0.01%	331
2013 Q3	$29K	Hold	600	–	–	0.01%	317
2013 Q2	$25K	Buy	+600	New	+$25.1K	0.01%	298

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Joel Isaacson & Co's HAL Position: Q2 2022 in Review

Joel Isaacson & Co sold out of Halliburton (HAL) in Q2 2022, closing a stake of 17,000 shares — an estimated $708K sold.

Joel Isaacson & Co first reported a position in HAL in Q2 2013 and held it in 16 quarters. The position peaked at $708K in Q1 2022. 841 funds tracked by Wall St. Rank hold HAL as of Q2 2022.

Joel Isaacson & Co reported no remaining Halliburton position as of Q2 2022 after selling out during the quarter.
Joel Isaacson & Co sold 17,000 Halliburton shares in Q2 2022, an estimated $708K.
Joel Isaacson & Co first reported a position in Halliburton in Q2 2013 and held it in 16 quarters.
Joel Isaacson & Co's Halliburton position peaked at $708K in Q1 2022.
841 funds tracked by Wall St. Rank held Halliburton as of Q2 2022.

Based on Joel Isaacson & Co's 13F filing for Q2 2022, filed 15 Jul 2022.