Plancorp LLC’s Halliburton HAL Stock Holding History

Plancorp LLC’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 Q3	–	Sell	-7,616	Closed	-$239K	–	238
2022 Q2	$239K	Sell	7,616 -42	-0.5%	-$1.57K	0.02%	212
2022 Q1	$290K	Buy	+7,658	New	+$248K	0.02%	202

Other funds holding HAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Plancorp LLC's HAL Position: Q3 2022 in Review

Plancorp LLC sold out of Halliburton (HAL) in Q3 2022, closing a stake of 7,616 shares — an estimated $239K sold.

Plancorp LLC first reported a position in HAL in Q1 2022 and held it in 2 quarters. The position peaked at $290K in Q1 2022. 812 funds tracked by Wall St. Rank hold HAL as of Q3 2022.

Plancorp LLC reported no remaining Halliburton position as of Q3 2022 after selling out during the quarter.
Plancorp LLC sold 7,616 Halliburton shares in Q3 2022, an estimated $239K.
Plancorp LLC first reported a position in Halliburton in Q1 2022 and held it in 2 quarters.
Plancorp LLC's Halliburton position peaked at $290K in Q1 2022.
812 funds tracked by Wall St. Rank held Halliburton as of Q3 2022.

Based on Plancorp LLC's 13F filing for Q3 2022, filed 10 Nov 2022.