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Steward Financial Group’s Halliburton HAL Stock Holding History

Steward Financial Group’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
Q3 		$15K Buy
+395
New +$15.5K ﹤0.01% 293
2022
Q3 		– Sell
-62
Closed -$1K – 606
2022
Q2 		$1K Sell
62
-88
-59% -$3.28K ﹤0.01% 751
2022
Q1 		$5K Hold
150
– – ﹤0.01% 238
2021
Q4 		$3K Buy
+150
New +$3.55K ﹤0.01% 206

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Steward Financial Group's HAL Position: Q3 2023 in Review

Steward Financial Group opened a new position in Halliburton (HAL) in Q3 2023: 395 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #293 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in HAL as recently as Q2 2022.

Steward Financial Group first reported a position in HAL in Q4 2021 and has held it in 4 quarters since. 957 funds tracked by Wall St. Rank hold HAL as of Q3 2023.

  • Steward Financial Group held 395 shares of Halliburton worth $15K as of Q3 2023.
  • Halliburton was a new Steward Financial Group position in Q3 2023.
  • Halliburton made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #293 holding.
  • Steward Financial Group first reported a position in Halliburton in Q4 2021 and has held it in 4 quarters since.
  • 957 funds tracked by Wall St. Rank held Halliburton as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.