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Retirement Guys Formula’s Halliburton HAL Stock Holding History

Retirement Guys Formula’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
Q1 		– Sell
-11,844
Closed -$428K – 137
2023
Q4 		$428K Sell
11,844
-1,257
-10% -$48.3K 0.23% 106
2023
Q3 		$531K Sell
13,101
-21,586
-62% -$846K 0.37% 73
2023
Q2 		$1.14M Buy
34,687
+16,685
+93% +$527K 0.66% 39
2023
Q1 		$570K Buy
18,002
+10,241
+132% +$379K 0.41% 66
2022
Q4 		$305K Buy
+7,761
New +$275K 0.25% 105

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Retirement Guys Formula's HAL Position: Q1 2024 in Review

Retirement Guys Formula sold out of Halliburton (HAL) in Q1 2024, closing a stake of 11,844 shares — an estimated $428K sold.

Retirement Guys Formula first reported a position in HAL in Q4 2022 and held it in 5 quarters. The position peaked at $1.14M in Q2 2023. 990 funds tracked by Wall St. Rank hold HAL as of Q1 2024.

  • Retirement Guys Formula reported no remaining Halliburton position as of Q1 2024 after selling out during the quarter.
  • Retirement Guys Formula sold 11,844 Halliburton shares in Q1 2024, an estimated $428K.
  • Retirement Guys Formula first reported a position in Halliburton in Q4 2022 and held it in 5 quarters.
  • Retirement Guys Formula's Halliburton position peaked at $1.14M in Q2 2023.
  • 990 funds tracked by Wall St. Rank held Halliburton as of Q1 2024.

Based on Retirement Guys Formula's 13F filing for Q1 2024, filed 19 Apr 2024.