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Merewether Investment Management’s Halliburton HAL Stock Holding History

Merewether Investment 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
2023
Q1 		– Sell
-1,736,317
Closed -$68.3M – 42
2022
Q4 		$68.3M Buy
1,736,317
+128,334
+8% +$4.54M 6.67% 4
2022
Q3 		$39.6M Sell
1,607,983
-146,895
-8% -$4.2M 3.97% 10
2022
Q2 		$55M Sell
1,754,878
-269,413
-13% -$10M 7.13% 5
2022
Q1 		$76.7M Buy
+2,024,291
New +$65.5M 7.79% 3
2021
Q3 		– Sell
-600,000
Closed -$13.9M – 39
2021
Q2 		$13.9M Buy
+600,000
New +$13.3M 2.44% 20

Other funds holding HAL

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Merewether Investment Management's HAL Position: Q1 2023 in Review

Merewether Investment Management sold out of Halliburton (HAL) in Q1 2023, closing a stake of 1,736,317 shares — an estimated $68.3M sold.

Merewether Investment Management first reported a position in HAL in Q2 2021 and held it in 5 quarters. The position peaked at $76.7M in Q1 2022. 933 funds tracked by Wall St. Rank hold HAL as of Q1 2023.

  • Merewether Investment Management reported no remaining Halliburton position as of Q1 2023 after selling out during the quarter.
  • Merewether Investment Management sold 1,736,317 Halliburton shares in Q1 2023, an estimated $68.3M.
  • Merewether Investment Management first reported a position in Halliburton in Q2 2021 and held it in 5 quarters.
  • Merewether Investment Management's Halliburton position peaked at $76.7M in Q1 2022.
  • 933 funds tracked by Wall St. Rank held Halliburton as of Q1 2023.

Based on Merewether Investment Management's 13F filing for Q1 2023, filed 15 May 2023.