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Tevis Investment Management’s Halliburton HAL Stock Holding History

Tevis 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 		– Sell
-2,937
Closed -$72K – 127
2022
Q3 		$72K Buy
2,937
+11
+0.4% +$315 0.07% 159
2022
Q2 		$92K Buy
2,926
+9
+0.3% +$336 0.09% 136
2022
Q1 		$111K Buy
2,917
+7
+0.2% +$226 0.1% 131
2021
Q4 		$66K Buy
+2,910
New +$68.9K 0.06% 186

Other funds holding HAL

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Tevis Investment Management's HAL Position: Q4 2022 in Review

Tevis Investment Management sold out of Halliburton (HAL) in Q4 2022, closing a stake of 2,937 shares — an estimated $72K sold.

Tevis Investment Management first reported a position in HAL in Q4 2021 and held it in 4 quarters. The position peaked at $111K in Q1 2022. 943 funds tracked by Wall St. Rank hold HAL as of Q4 2022.

  • Tevis Investment Management reported no remaining Halliburton position as of Q4 2022 after selling out during the quarter.
  • Tevis Investment Management sold 2,937 Halliburton shares in Q4 2022, an estimated $72K.
  • Tevis Investment Management first reported a position in Halliburton in Q4 2021 and held it in 4 quarters.
  • Tevis Investment Management's Halliburton position peaked at $111K in Q1 2022.
  • 943 funds tracked by Wall St. Rank held Halliburton as of Q4 2022.

Based on Tevis Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.