Kiwi Wealth Investments Limited Partnership’s Halliburton HAL Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2021 Q2	–	Sell	-53,036	Closed	-$1.14M	–	256
2021 Q1	$1.14M	Sell	53,036 -66,445	-56%	-$1.39M	0.07%	183
2020 Q4	$2.26M	Sell	119,481 -23,590	-16%	-$366K	0.13%	172
2020 Q3	$1.72M	Buy	+143,071	New	+$2.07M	0.12%	187
2014 Q4	–	Sell	-321,701	Closed	-$20.8M	–	70
2014 Q3	$20.8M	Buy	321,701 +59,207	+23%	+$4.06M	1.94%	16
2014 Q2	$18.6M	Buy	+262,494	New	+$16.8M	1.91%	20

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

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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's HAL Position: Q2 2021 in Review

Kiwi Wealth Investments Limited Partnership sold out of Halliburton (HAL) in Q2 2021, closing a stake of 53,036 shares — an estimated $1.14M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in HAL in Q2 2014 and held it in 5 quarters. The position peaked at $20.8M in Q3 2014. 680 funds tracked by Wall St. Rank hold HAL as of Q2 2021.

Kiwi Wealth Investments Limited Partnership reported no remaining Halliburton position as of Q2 2021 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 53,036 Halliburton shares in Q2 2021, an estimated $1.14M.
Kiwi Wealth Investments Limited Partnership first reported a position in Halliburton in Q2 2014 and held it in 5 quarters.
Kiwi Wealth Investments Limited Partnership's Halliburton position peaked at $20.8M in Q3 2014.
680 funds tracked by Wall St. Rank held Halliburton as of Q2 2021.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q2 2021, filed 17 Aug 2021.