Little House Capital’s Halliburton HAL Stock Holding History

Little House Capital’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	–	Sell	-12,408	Closed	-$488K	–	114
2022 Q4	$488K	Sell	12,408 -183	-1%	-$6.48K	0.24%	83
2022 Q3	$310K	Buy	12,591 +271	+2%	+$7.75K	0.17%	97
2022 Q2	$386K	Buy	+12,320	New	+$459K	0.21%	93
2021 Q2	–	Sell	-17,015	Closed	-$365K	–	158
2021 Q1	$365K	Buy	+17,015	New	+$356K	0.13%	85
2019 Q2	–	Sell	-200	Closed	-$5K	–	172
2019 Q1	$5K	Buy	+200	New	+$6.04K	﹤0.01%	271

Other funds holding HAL

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

Little House Capital's HAL Position: Q1 2023 in Review

Little House Capital sold out of Halliburton (HAL) in Q1 2023, closing a stake of 12,408 shares — an estimated $488K sold.

Little House Capital first reported a position in HAL in Q1 2019 and held it in 5 quarters. The position peaked at $488K in Q4 2022. 932 funds tracked by Wall St. Rank hold HAL as of Q1 2023.

Little House Capital reported no remaining Halliburton position as of Q1 2023 after selling out during the quarter.
Little House Capital sold 12,408 Halliburton shares in Q1 2023, an estimated $488K.
Little House Capital first reported a position in Halliburton in Q1 2019 and held it in 5 quarters.
Little House Capital's Halliburton position peaked at $488K in Q4 2022.
932 funds tracked by Wall St. Rank held Halliburton as of Q1 2023.

Based on Little House Capital's 13F filing for Q1 2023, filed 4 May 2023.