MWM
HAL icon

Midwest Wealth Management’s Halliburton HAL Stock Holding History

Midwest Wealth 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
Q1 		$2.71M Buy
71,638
+3,260
+5% +$105K 1.65% 13
2021
Q4 		$1.56M Buy
68,378
+8,465
+14% +$200K 0.98% 54
2021
Q3 		$1.29M Buy
59,913
+20,230
+51% +$414K 0.89% 58
2021
Q2 		$917K Buy
39,683
+13,237
+50% +$294K 0.65% 72
2021
Q1 		$568K Buy
26,446
+13,900
+111% +$291K 0.46% 77
2020
Q4 		$237K Buy
+12,546
New +$195K 0.22% 89

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Midwest Wealth Management's HAL Position: Q1 2022 in Review

Midwest Wealth Management increased its Halliburton (HAL) stake by 4.8% in Q1 2022, buying an estimated $105K and bringing the position to 71,638 shares worth $2.71M. The position accounts for 1.65% of the portfolio, ranked #13.

Midwest Wealth Management first reported a position in HAL in Q4 2020 and has held it in 6 quarters since. 863 funds tracked by Wall St. Rank hold HAL as of Q1 2022.

  • Midwest Wealth Management held 71,638 shares of Halliburton worth $2.71M as of Q1 2022.
  • Midwest Wealth Management bought 3,260 Halliburton shares in Q1 2022, an estimated $105K.
  • Halliburton made up 1.65% of Midwest Wealth Management's portfolio in Q1 2022, its #13 holding.
  • Midwest Wealth Management first reported a position in Halliburton in Q4 2020 and has held it in 6 quarters since.
  • 863 funds tracked by Wall St. Rank held Halliburton as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.