SRSA
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S.R. Schill & Associates’s Halliburton HAL Stock Holding History

S.R. Schill & 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
Q4 		– Sell
-7,343
Closed -$297K – 86
2023
Q3 		$297K Buy
+7,343
New +$288K 0.14% 62

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

S.R. Schill & Associates's HAL Position: Q4 2023 in Review

S.R. Schill & Associates sold out of Halliburton (HAL) in Q4 2023, closing a stake of 7,343 shares — an estimated $297K sold.

S.R. Schill & Associates first reported a position in HAL in Q3 2023 and held it in 1 quarter. The position peaked at $297K in Q3 2023. 1,001 funds tracked by Wall St. Rank hold HAL as of Q4 2023.

  • S.R. Schill & Associates reported no remaining Halliburton position as of Q4 2023 after selling out during the quarter.
  • S.R. Schill & Associates sold 7,343 Halliburton shares in Q4 2023, an estimated $297K.
  • S.R. Schill & Associates first reported a position in Halliburton in Q3 2023 and held it in 1 quarter.
  • S.R. Schill & Associates's Halliburton position peaked at $297K in Q3 2023.
  • 1,001 funds tracked by Wall St. Rank held Halliburton as of Q4 2023.

Based on S.R. Schill & Associates's 13F filing for Q4 2023, filed 30 Jan 2024.