Kula Investments’s Halliburton HAL Stock Holding History

Kula Investments’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	$1.2M	Buy	+37,865	New	+$1.4M	0.3%	83

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

Kula Investments's HAL Position: Q1 2023 in Review

Kula Investments opened a new position in Halliburton (HAL) in Q1 2023: 37,865 shares worth $1.2M. The stake represents 0.3% of the portfolio and ranks #83 among its holdings.

932 funds tracked by Wall St. Rank hold HAL as of Q1 2023.

Kula Investments held 37,865 shares of Halliburton worth $1.2M as of Q1 2023.
Halliburton was a new Kula Investments position in Q1 2023.
Halliburton made up 0.3% of Kula Investments's portfolio in Q1 2023, its #83 holding.
932 funds tracked by Wall St. Rank held Halliburton as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.