MWM
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Moran Wealth Management’s Halliburton HAL Stock Holding History

Moran 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
2024
Q4 		– Sell
-92,881
Closed -$2.7M – 432
2024
Q3 		$2.7M Sell
92,881
-92,179
-50% -$2.91M 0.08% 237
2024
Q2 		$6.25M Buy
185,060
+87,121
+89% +$3.22M 0.21% 146
2024
Q1 		$3.86M Buy
97,939
+1,892
+2% +$67.8K 0.13% 194
2023
Q4 		$3.47M Sell
96,047
-3,290
-3% -$126K 0.12% 199
2023
Q3 		$4.02M Sell
99,337
-3,308
-3% -$130K 0.16% 173
2023
Q2 		$3.39M Sell
102,645
-28,140
-22% -$889K 0.13% 187
2023
Q1 		$4.14M Buy
130,785
+23,458
+22% +$869K 0.16% 176
2022
Q4 		$4.22M Buy
+107,327
New +$3.8M 0.16% 169

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moran Wealth Management's HAL Position: Q4 2024 in Review

Moran Wealth Management sold out of Halliburton (HAL) in Q4 2024, closing a stake of 92,881 shares — an estimated $2.7M sold.

Moran Wealth Management first reported a position in HAL in Q4 2022 and held it in 8 quarters. The position peaked at $6.25M in Q2 2024. 954 funds tracked by Wall St. Rank hold HAL as of Q4 2024.

  • Moran Wealth Management reported no remaining Halliburton position as of Q4 2024 after selling out during the quarter.
  • Moran Wealth Management sold 92,881 Halliburton shares in Q4 2024, an estimated $2.7M.
  • Moran Wealth Management first reported a position in Halliburton in Q4 2022 and held it in 8 quarters.
  • Moran Wealth Management's Halliburton position peaked at $6.25M in Q2 2024.
  • 954 funds tracked by Wall St. Rank held Halliburton as of Q4 2024.

Based on Moran Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.