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Lee Financial’s Halliburton HAL Stock Holding History

Lee Financial’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
Q1 		– Sell
-1,558
Closed -$56.3K – 442
2023
Q4 		$56.3K Hold
1,558
– – 0.01% 218
2023
Q3 		$63.1K Hold
1,558
– – 0.01% 196
2023
Q2 		$51.4K Sell
1,558
-47
-3% -$1.49K 0.01% 220
2023
Q1 		$50.8K Buy
1,605
+58
+4% +$2.15K 0.01% 229
2022
Q4 		$60.9K Buy
1,547
+47
+3% +$1.66K 0.01% 238
2022
Q3 		$37K Sell
1,500
-79
-5% -$2.26K 0.01% 276
2022
Q2 		$49K Buy
1,579
+1,500
+1,899% +$55.9K 0.01% 245
2022
Q1 		$3K Buy
+79
New +$2.56K ﹤0.01% 575
2021
Q1 		– Sell
-400
Closed -$8K – 494
2020
Q4 		$8K Hold
400
– – ﹤0.01% 396
2020
Q3 		$5K Hold
400
– – ﹤0.01% 463
2020
Q2 		$5K Sell
400
-262
-40% -$2.82K ﹤0.01% 431
2020
Q1 		$5K Sell
662
-1,400
-68% -$24.4K ﹤0.01% 376
2019
Q4 		$50K Sell
2,062
-1,500
-42% -$31.6K 0.01% 187
2019
Q3 		$67K Buy
3,562
+4
+0.1% +$83 0.02% 169
2019
Q2 		$81K Buy
3,558
+539
+18% +$14K 0.02% 169
2019
Q1 		$88K Buy
3,019
+119
+4% +$3.59K 0.02% 166
2018
Q4 		$77K Hold
2,900
– – 0.02% 158
2018
Q3 		$118K Buy
+2,900
New +$120K 0.03% 153
2018
Q2 		– Sell
-2,000
Closed -$94K – 802
2018
Q1 		$94K Buy
+2,000
New +$98.7K 0.02% 215

Other funds holding HAL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lee Financial's HAL Position: Q1 2024 in Review

Lee Financial sold out of Halliburton (HAL) in Q1 2024, closing a stake of 1,558 shares — an estimated $56.3K sold.

Lee Financial first reported a position in HAL in Q1 2018 and held it in 19 quarters. The position peaked at $118K in Q3 2018. 990 funds tracked by Wall St. Rank hold HAL as of Q1 2024.

  • Lee Financial reported no remaining Halliburton position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 1,558 Halliburton shares in Q1 2024, an estimated $56.3K.
  • Lee Financial first reported a position in Halliburton in Q1 2018 and held it in 19 quarters.
  • Lee Financial's Halliburton position peaked at $118K in Q3 2018.
  • 990 funds tracked by Wall St. Rank held Halliburton as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.