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LVM Capital Management’s Halliburton HAL Stock Holding History

LVM Capital Management’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
-16,171
Closed -$585K – 143
2023
Q4 		$585K Buy
16,171
+120
+0.7% +$4.61K 0.07% 95
2023
Q3 		$650K Buy
+16,051
New +$629K 0.09% 84

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

LVM Capital Management's HAL Position: Q1 2024 in Review

LVM Capital Management sold out of Halliburton (HAL) in Q1 2024, closing a stake of 16,171 shares — an estimated $585K sold.

LVM Capital Management first reported a position in HAL in Q3 2023 and held it in 2 quarters. The position peaked at $650K in Q3 2023. 991 funds tracked by Wall St. Rank hold HAL as of Q1 2024.

  • LVM Capital Management reported no remaining Halliburton position as of Q1 2024 after selling out during the quarter.
  • LVM Capital Management sold 16,171 Halliburton shares in Q1 2024, an estimated $585K.
  • LVM Capital Management first reported a position in Halliburton in Q3 2023 and held it in 2 quarters.
  • LVM Capital Management's Halliburton position peaked at $650K in Q3 2023.
  • 991 funds tracked by Wall St. Rank held Halliburton as of Q1 2024.

Based on LVM Capital Management's 13F filing for Q1 2024, filed 15 Apr 2024.