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Nicolet Advisory Services’s Halliburton HAL Stock Holding History

Nicolet Advisory Services’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
-8,635
Closed -$265K – 385
2024
Q3 		$265K Buy
8,635
+214
+3% +$6.75K 0.03% 313
2024
Q2 		$278K Sell
8,421
-721
-8% -$26.6K 0.03% 294
2024
Q1 		$375K Buy
9,142
+1,572
+21% +$56.3K 0.04% 227
2023
Q4 		$272K Sell
7,570
-894
-11% -$34.4K 0.03% 260
2023
Q3 		$324K Buy
8,464
+1,465
+21% +$57.4K 0.04% 213
2023
Q2 		$231K Buy
6,999
+322
+5% +$10.2K 0.03% 280
2023
Q1 		$218K Buy
+6,677
New +$247K 0.03% 260

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

Nicolet Advisory Services's HAL Position: Q4 2024 in Review

Nicolet Advisory Services sold out of Halliburton (HAL) in Q4 2024, closing a stake of 8,635 shares — an estimated $265K sold.

Nicolet Advisory Services first reported a position in HAL in Q1 2023 and held it in 7 quarters. The position peaked at $375K in Q1 2024. 954 funds tracked by Wall St. Rank hold HAL as of Q4 2024.

  • Nicolet Advisory Services reported no remaining Halliburton position as of Q4 2024 after selling out during the quarter.
  • Nicolet Advisory Services sold 8,635 Halliburton shares in Q4 2024, an estimated $265K.
  • Nicolet Advisory Services first reported a position in Halliburton in Q1 2023 and held it in 7 quarters.
  • Nicolet Advisory Services's Halliburton position peaked at $375K in Q1 2024.
  • 954 funds tracked by Wall St. Rank held Halliburton as of Q4 2024.

Based on Nicolet Advisory Services's 13F filing for Q4 2024, filed 12 Feb 2025.