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Scopus Asset Management’s Halliburton HAL Stock Holding History

Scopus Asset Management’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
Q2 		– Sell
-200,000
Closed -$7.88M – 255
2024
Q1 		$7.88M Hold
200,000
– – 0.16% 177
2023
Q4 		$7.23M Buy
+200,000
New +$7.69M 0.18% 157

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
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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Scopus Asset Management's HAL Position: Q3 2024 in Review

Scopus Asset Management sold out of Halliburton (HAL) in Q3 2024, closing a stake of 30,000 shares — an estimated $1.01M sold.

Scopus Asset Management first reported a position in HAL in Q1 2018 and held it in 8 quarters. The position peaked at $7.73M in Q4 2019. 922 funds tracked by Wall St. Rank hold HAL as of Q3 2024.

  • Scopus Asset Management reported no remaining Halliburton position as of Q3 2024 after selling out during the quarter.
  • Scopus Asset Management sold 30,000 Halliburton shares in Q3 2024, an estimated $1.01M.
  • Scopus Asset Management first reported a position in Halliburton in Q1 2018 and held it in 8 quarters.
  • Scopus Asset Management's Halliburton position peaked at $7.73M in Q4 2019.
  • 922 funds tracked by Wall St. Rank held Halliburton as of Q3 2024.

Based on Scopus Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.