Schechter Investment Advisors’s Halliburton HAL Stock Holding History

Schechter Investment Advisors’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 Q3	–	Sell	-6,315	Closed	-$213K	–	687
2024 Q2	$213K	Sell	6,315 -98	-2%	-$3.62K	0.02%	552
2024 Q1	$253K	Sell	6,413 -8,221	-56%	-$295K	0.02%	529
2023 Q4	$529K	Sell	14,634 -4,151	-22%	-$160K	0.05%	343
2023 Q3	$761K	Sell	18,785 -5,467	-23%	-$214K	0.07%	267
2023 Q2	$800K	Buy	24,252 +3,557	+17%	+$112K	0.07%	285
2023 Q1	$655K	Buy	20,695 +7,434	+56%	+$275K	0.06%	352
2022 Q4	$522K	Buy	13,261 +4,592	+53%	+$163K	0.05%	492
2022 Q3	$214K	Buy	8,669 +7	+0.1%	+$200	0.02%	817
2022 Q2	$271K	Sell	8,662 -44	-0.5%	-$1.64K	0.03%	744
2022 Q1	$330K	Buy	+8,706	New	+$282K	0.03%	672

Other funds holding HAL

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Schechter Investment Advisors's HAL Position: Q3 2024 in Review

Schechter Investment Advisors sold out of Halliburton (HAL) in Q3 2024, closing a stake of 6,315 shares — an estimated $213K sold.

Schechter Investment Advisors first reported a position in HAL in Q1 2022 and held it in 10 quarters. The position peaked at $800K in Q2 2023. 922 funds tracked by Wall St. Rank hold HAL as of Q3 2024.

Schechter Investment Advisors reported no remaining Halliburton position as of Q3 2024 after selling out during the quarter.
Schechter Investment Advisors sold 6,315 Halliburton shares in Q3 2024, an estimated $213K.
Schechter Investment Advisors first reported a position in Halliburton in Q1 2022 and held it in 10 quarters.
Schechter Investment Advisors's Halliburton position peaked at $800K in Q2 2023.
922 funds tracked by Wall St. Rank held Halliburton as of Q3 2024.

Based on Schechter Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.