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Northwest Capital Management’s Halliburton HAL Stock Holding History

Northwest Capital 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
Q4 		– Sell
-25
Closed -$1.01K – 576
2023
Q3 		$1.01K Hold
25
– – ﹤0.01% 511
2023
Q2 		$825 Buy
+25
New +$790 ﹤0.01% 520

Other funds holding HAL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Northwest Capital Management's HAL Position: Q4 2023 in Review

Northwest Capital Management sold out of Halliburton (HAL) in Q4 2023, closing a stake of 25 shares — an estimated $1.01K sold.

Northwest Capital Management first reported a position in HAL in Q2 2023 and held it in 2 quarters. The position peaked at $1.01K in Q3 2023. 1,001 funds tracked by Wall St. Rank hold HAL as of Q4 2023.

  • Northwest Capital Management reported no remaining Halliburton position as of Q4 2023 after selling out during the quarter.
  • Northwest Capital Management sold 25 Halliburton shares in Q4 2023, an estimated $1.01K.
  • Northwest Capital Management first reported a position in Halliburton in Q2 2023 and held it in 2 quarters.
  • Northwest Capital Management's Halliburton position peaked at $1.01K in Q3 2023.
  • 1,001 funds tracked by Wall St. Rank held Halliburton as of Q4 2023.

Based on Northwest Capital Management's 13F filing for Q4 2023, filed 1 Feb 2024.