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Sheets Smith Investment Management’s Halliburton HAL Stock Holding History

Sheets Smith Investment 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
2022
Q4 		$744K Buy
+19,767
New +$700K 0.82% 21
2022
Q2 		– Sell
-37,716
Closed -$1.43M – 36
2022
Q1 		$1.43M Buy
+37,716
New +$1.22M 1.76% 16

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Sheets Smith Investment Management's HAL Position: Q4 2022 in Review

Sheets Smith Investment Management opened a new position in Halliburton (HAL) in Q4 2022: 19,767 shares worth $744K. The stake represents 0.82% of the portfolio and ranks #21 among its holdings. This is a return to the name: Sheets Smith Investment Management previously reported a position in HAL as recently as Q1 2022.

Sheets Smith Investment Management first reported a position in HAL in Q1 2022 and has held it in 2 quarters since. The position peaked at $1.43M in Q1 2022. 944 funds tracked by Wall St. Rank hold HAL as of Q4 2022.

  • Sheets Smith Investment Management held 19,767 shares of Halliburton worth $744K as of Q4 2022.
  • Halliburton was a new Sheets Smith Investment Management position in Q4 2022.
  • Halliburton made up 0.82% of Sheets Smith Investment Management's portfolio in Q4 2022, its #21 holding.
  • Sheets Smith Investment Management first reported a position in Halliburton in Q1 2022 and has held it in 2 quarters since.
  • Sheets Smith Investment Management's Halliburton position peaked at $1.43M in Q1 2022.
  • 944 funds tracked by Wall St. Rank held Halliburton as of Q4 2022.

Based on Sheets Smith Investment Management's 13F filing for Q4 2022, filed 10 Feb 2023.