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Lake Street Advisors Group’s Halliburton HAL Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$341K Buy
12,545
+1,520
+14% +$44.4K 0.02% 408
2024
Q3 		$320K Buy
11,025
+20
+0.2% +$631 0.01% 427
2024
Q2 		$372K Sell
11,005
-1,244
-10% -$45.9K 0.02% 388
2024
Q1 		$483K Sell
12,249
-362
-3% -$13K 0.02% 350
2023
Q4 		$456K Buy
12,611
+639
+5% +$24.6K 0.02% 339
2023
Q3 		$485K Buy
11,972
+268
+2% +$10.5K 0.03% 210
2023
Q2 		$386K Buy
11,704
+426
+4% +$13.5K 0.02% 216
2023
Q1 		$357K Sell
11,278
-271
-2% -$10K 0.02% 212
2022
Q4 		$455K Buy
11,549
+196
+2% +$6.94K 0.03% 196
2022
Q3 		$280K Sell
11,353
-178
-2% -$5.09K 0.02% 212
2022
Q2 		$362K Sell
11,531
-363
-3% -$13.5K 0.03% 179
2022
Q1 		$450K Sell
11,894
-165
-1% -$5.34K 0.03% 175
2021
Q4 		$276K Buy
12,059
+1,238
+11% +$29.3K 0.02% 185
2021
Q3 		$234K Buy
+10,821
New +$222K 0.03% 146
2018
Q3 		– Sell
-5,071
Closed -$228K – 258
2018
Q2 		$228K Sell
5,071
-183
-3% -$9.11K 0.02% 285
2018
Q1 		$247K Buy
5,254
+155
+3% +$7.65K 0.03% 254
2017
Q4 		$249K Buy
+5,099
New +$225K 0.03% 271

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lake Street Advisors Group's HAL Position: Q4 2024 in Review

Lake Street Advisors Group increased its Halliburton (HAL) stake by 14% in Q4 2024, buying an estimated $44.4K and bringing the position to 12,545 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #408.

Lake Street Advisors Group first reported a position in HAL in Q4 2017 and has held it in 17 quarters since. The position peaked at $485K in Q3 2023. 955 funds tracked by Wall St. Rank hold HAL as of Q4 2024.

  • Lake Street Advisors Group held 12,545 shares of Halliburton worth $341K as of Q4 2024.
  • Lake Street Advisors Group bought 1,520 Halliburton shares in Q4 2024, an estimated $44.4K.
  • Halliburton made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #408 holding.
  • Lake Street Advisors Group first reported a position in Halliburton in Q4 2017 and has held it in 17 quarters since.
  • Lake Street Advisors Group's Halliburton position peaked at $485K in Q3 2023.
  • 955 funds tracked by Wall St. Rank held Halliburton as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.