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Legacy Capital Group California’s Halliburton HAL Stock Holding History

Legacy Capital Group California’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
Q2 		– Sell
-17,359
Closed -$549K – 277
2023
Q1 		$549K Buy
+17,359
New +$643K 0.27% 114

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Legacy Capital Group California's HAL Position: Q2 2023 in Review

Legacy Capital Group California sold out of Halliburton (HAL) in Q2 2023, closing a stake of 17,359 shares — an estimated $549K sold.

Legacy Capital Group California first reported a position in HAL in Q1 2023 and held it in 1 quarter. The position peaked at $549K in Q1 2023. 913 funds tracked by Wall St. Rank hold HAL as of Q2 2023.

  • Legacy Capital Group California reported no remaining Halliburton position as of Q2 2023 after selling out during the quarter.
  • Legacy Capital Group California sold 17,359 Halliburton shares in Q2 2023, an estimated $549K.
  • Legacy Capital Group California first reported a position in Halliburton in Q1 2023 and held it in 1 quarter.
  • Legacy Capital Group California's Halliburton position peaked at $549K in Q1 2023.
  • 913 funds tracked by Wall St. Rank held Halliburton as of Q2 2023.

Based on Legacy Capital Group California's 13F filing for Q2 2023, filed 10 Aug 2023.