Polar Asset Management Partners’s Halliburton HAL Stock Holding History

Polar Asset Management Partners’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
2016 Q1	–	Sell	-45,000	Closed	-$1.53M	–	262
2015 Q4	$1.53M	Buy	+45,000	New	+$1.7M	0.08%	161
2015 Q1	–	Sell	-20,000	Closed	-$787K	–	273
2014 Q4	$787K	Buy	+20,000	New	+$973K	0.04%	159

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Polar Asset Management Partners's HAL Position: Q1 2023 in Review

Polar Asset Management Partners sold out of Halliburton (HAL) in Q1 2023, closing a stake of 306,200 shares — an estimated $12M sold.

Polar Asset Management Partners first reported a position in HAL in Q4 2014 and held it in 12 quarters. The position peaked at $14.7M in Q1 2015. 933 funds tracked by Wall St. Rank hold HAL as of Q1 2023.

Polar Asset Management Partners reported no remaining Halliburton position as of Q1 2023 after selling out during the quarter.
Polar Asset Management Partners sold 306,200 Halliburton shares in Q1 2023, an estimated $12M.
Polar Asset Management Partners first reported a position in Halliburton in Q4 2014 and held it in 12 quarters.
Polar Asset Management Partners's Halliburton position peaked at $14.7M in Q1 2015.
933 funds tracked by Wall St. Rank held Halliburton as of Q1 2023.

Based on Polar Asset Management Partners's 13F filing for Q1 2023, filed 15 May 2023.