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Shorepoint Capital Partners’s Halliburton HAL Stock Holding History

Shorepoint Capital Partners’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
-5,280
Closed -$214K – 99
2023
Q3 		$214K Sell
5,280
-1,600
-23% -$62.7K 0.06% 103
2023
Q2 		$227K Buy
+6,880
New +$217K 0.06% 106
2023
Q1 		– Sell
-6,880
Closed -$271K – 129
2022
Q4 		$271K Buy
+6,880
New +$244K 0.08% 125

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

Shorepoint Capital Partners's HAL Position: Q4 2023 in Review

Shorepoint Capital Partners sold out of Halliburton (HAL) in Q4 2023, closing a stake of 5,280 shares — an estimated $214K sold.

Shorepoint Capital Partners first reported a position in HAL in Q4 2022 and held it in 3 quarters. The position peaked at $271K in Q4 2022. 1,001 funds tracked by Wall St. Rank hold HAL as of Q4 2023.

  • Shorepoint Capital Partners reported no remaining Halliburton position as of Q4 2023 after selling out during the quarter.
  • Shorepoint Capital Partners sold 5,280 Halliburton shares in Q4 2023, an estimated $214K.
  • Shorepoint Capital Partners first reported a position in Halliburton in Q4 2022 and held it in 3 quarters.
  • Shorepoint Capital Partners's Halliburton position peaked at $271K in Q4 2022.
  • 1,001 funds tracked by Wall St. Rank held Halliburton as of Q4 2023.

Based on Shorepoint Capital Partners's 13F filing for Q4 2023, filed 13 Feb 2024.