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Richard W. Paul & Associates’s Halliburton HAL Stock Holding History

Richard W. Paul & Associates’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
Q3 		– Sell
-300
Closed -$9.9K – 532
2023
Q2 		$9.9K Hold
300
– – ﹤0.01% 316
2023
Q1 		$9.49K Hold
300
– – ﹤0.01% 326
2022
Q4 		$11.8K Buy
+300
New +$10.6K 0.01% 310

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Richard W. Paul & Associates's HAL Position: Q3 2023 in Review

Richard W. Paul & Associates sold out of Halliburton (HAL) in Q3 2023, closing a stake of 300 shares — an estimated $9.9K sold.

Richard W. Paul & Associates first reported a position in HAL in Q4 2022 and held it in 3 quarters. The position peaked at $11.8K in Q4 2022. 957 funds tracked by Wall St. Rank hold HAL as of Q3 2023.

  • Richard W. Paul & Associates reported no remaining Halliburton position as of Q3 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 300 Halliburton shares in Q3 2023, an estimated $9.9K.
  • Richard W. Paul & Associates first reported a position in Halliburton in Q4 2022 and held it in 3 quarters.
  • Richard W. Paul & Associates's Halliburton position peaked at $11.8K in Q4 2022.
  • 957 funds tracked by Wall St. Rank held Halliburton as of Q3 2023.

Based on Richard W. Paul & Associates's 13F filing for Q3 2023, filed 12 Oct 2023.