Lincoln National Corp’s Halliburton HAL Stock Holding History

Lincoln National Corp’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 Q4	–	Sell	-6,470	Closed	-$262K	–	1122
2023 Q3	$262K	Buy	+6,470	New	+$253K	0.01%	856
2023 Q1	–	Sell	-5,551	Closed	-$218K	–	1014
2022 Q4	$218K	Buy	+5,551	New	+$196K	﹤0.01%	843
2018 Q1	–	Sell	-6,825	Closed	-$333K	–	541
2017 Q4	$333K	Buy	+6,825	New	+$301K	0.01%	462

Other funds holding HAL

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lincoln National Corp's HAL Position: Q4 2023 in Review

Lincoln National Corp sold out of Halliburton (HAL) in Q4 2023, closing a stake of 6,470 shares — an estimated $262K sold.

Lincoln National Corp first reported a position in HAL in Q4 2017 and held it in 3 quarters. The position peaked at $333K in Q4 2017. 1,003 funds tracked by Wall St. Rank hold HAL as of Q4 2023.

Lincoln National Corp reported no remaining Halliburton position as of Q4 2023 after selling out during the quarter.
Lincoln National Corp sold 6,470 Halliburton shares in Q4 2023, an estimated $262K.
Lincoln National Corp first reported a position in Halliburton in Q4 2017 and held it in 3 quarters.
Lincoln National Corp's Halliburton position peaked at $333K in Q4 2017.
1,003 funds tracked by Wall St. Rank held Halliburton as of Q4 2023.

Based on Lincoln National Corp's 13F filing for Q4 2023, filed 6 Feb 2024.