McCarthy Asset Management’s Halliburton HAL Stock Holding History

McCarthy Asset 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
2022 Q2	–	Sell	-587	Closed	-$22K	–	136
2022 Q1	$22K	Buy	587 +1	+0.2%	+$32	0.02%	132
2021 Q4	$13K	Buy	586 +1	+0.2%	+$24	0.01%	157
2021 Q3	$13K	Buy	585 +1	+0.2%	+$20	0.01%	159
2021 Q2	$13K	Buy	584 +1	+0.2%	+$22	0.01%	187
2021 Q1	$13K	Sell	583 -15	-3%	-$314	0.01%	171
2020 Q4	$11K	Buy	+598	New	+$9.28K	0.01%	167

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 $3.37T AUM 44.26% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

McCarthy Asset Management's HAL Position: Q2 2022 in Review

McCarthy Asset Management sold out of Halliburton (HAL) in Q2 2022, closing a stake of 587 shares — an estimated $22K sold.

McCarthy Asset Management first reported a position in HAL in Q4 2020 and held it in 6 quarters. The position peaked at $22K in Q1 2022. 842 funds tracked by Wall St. Rank hold HAL as of Q2 2022.

McCarthy Asset Management reported no remaining Halliburton position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 587 Halliburton shares in Q2 2022, an estimated $22K.
McCarthy Asset Management first reported a position in Halliburton in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's Halliburton position peaked at $22K in Q1 2022.
842 funds tracked by Wall St. Rank held Halliburton as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.