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Next Financial Group’s Halliburton HAL Stock Holding History

Next Financial Group’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
2021
Q4 		$30K Sell
1,306
-215
-14% -$5.09K ﹤0.01% 1717
2021
Q3 		$33K Buy
1,521
+2
+0.1% +$41 ﹤0.01% 1595
2021
Q2 		$35K Sell
1,519
-497
-25% -$11K ﹤0.01% 1531
2021
Q1 		$43K Buy
2,016
+250
+14% +$5.23K ﹤0.01% 1336
2020
Q4 		$34K Sell
1,766
-26,818
-94% -$416K ﹤0.01% 1328
2020
Q3 		$344K Buy
+28,584
New +$414K 0.04% 455
2020
Q2 		– Sell
-30,068
Closed -$206K – 1126
2020
Q1 		$206K Sell
30,068
-21,708
-42% -$378K 0.03% 521
2019
Q4 		$1.27M Buy
51,776
+50,079
+2,951% +$1.06M 0.13% 191
2019
Q3 		$32K Buy
1,697
+178
+12% +$3.68K ﹤0.01% 1287
2019
Q2 		$35K Buy
1,519
+295
+24% +$7.66K ﹤0.01% 1282
2019
Q1 		$36K Sell
1,224
-302
-20% -$9.12K 0.01% 811
2018
Q4 		$41K Sell
1,526
-230
-13% -$7.76K 0.01% 862
2018
Q3 		$71K Buy
+1,756
New +$72.7K 0.03% 458
2017
Q4 		– Sell
-6,973
Closed -$312K – 724
2017
Q3 		$312K Sell
6,973
-253
-4% -$10.6K 0.09% 235
2017
Q2 		$309K Sell
7,226
-2,616
-27% -$120K 0.08% 263
2017
Q1 		$452K Sell
9,842
-14,666
-60% -$789K 0.13% 181
2016
Q4 		$1.33M Buy
24,508
+44
+0.2% +$2.19K 0.23% 100
2016
Q3 		$1.1M Buy
24,464
+4,470
+22% +$195K 0.2% 121
2016
Q2 		$905K Sell
19,994
-1,554
-7% -$63.9K 0.29% 86
2016
Q1 		$769K Sell
21,548
-1,845
-8% -$60.2K 0.27% 81
2015
Q4 		$796K Buy
23,393
+107
+0.5% +$4.04K 0.3% 81
2015
Q3 		$823K Buy
23,286
+1,578
+7% +$62.1K 0.29% 84
2015
Q2 		$934K Buy
21,708
+2,274
+12% +$105K 0.32% 79
2015
Q1 		$852K Buy
19,434
+2,792
+17% +$116K 0.27% 99
2014
Q4 		$655K Buy
16,642
+72
+0.4% +$3.5K 0.22% 113
2014
Q3 		$1.07M Buy
16,570
+3,656
+28% +$251K 0.21% 110
2014
Q2 		$882K Buy
+12,914
New +$828K 0.46% 47

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Next Financial Group's HAL Position: Q4 2021 in Review

Next Financial Group reduced its Halliburton (HAL) stake by 14% in Q4 2021, selling an estimated $5.09K and leaving 1,306 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #1717.

Next Financial Group first reported a position in HAL in Q2 2014 and has held it in 27 quarters since. The position peaked at $1.33M in Q4 2016. 731 funds tracked by Wall St. Rank hold HAL as of Q4 2021.

  • Next Financial Group held 1,306 shares of Halliburton worth $30K as of Q4 2021.
  • Next Financial Group sold 215 Halliburton shares in Q4 2021, an estimated $5.09K.
  • Halliburton made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1717 holding.
  • Next Financial Group first reported a position in Halliburton in Q2 2014 and has held it in 27 quarters since.
  • Next Financial Group's Halliburton position peaked at $1.33M in Q4 2016.
  • 731 funds tracked by Wall St. Rank held Halliburton as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.