TFP
HAL icon

Tilia Fiduciary Partners’s Halliburton HAL Stock Holding History

Tilia Fiduciary 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
Q3 		– Sell
-173
Closed -$5.7K – 248
2023
Q2 		$5.7K Buy
173
+1
+0.6% +$32 0.01% 419
2023
Q1 		$5.44K Buy
172
+1
+0.6% +$37 0.01% 411
2022
Q4 		$6.73K Buy
171
+1
+0.6% +$35 0.01% 386
2022
Q3 		$5K Hold
170
– – 0.01% 420
2022
Q2 		$5K Buy
170
+1
+0.6% +$37 ﹤0.01% 433
2022
Q1 		$6K Buy
169
+1
+0.6% +$32 0.01% 438
2021
Q4 		$4K Buy
+168
New +$3.98K ﹤0.01% 500

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

Tilia Fiduciary Partners's HAL Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Halliburton (HAL) in Q3 2023, closing a stake of 173 shares — an estimated $5.7K sold.

Tilia Fiduciary Partners first reported a position in HAL in Q4 2021 and held it in 7 quarters. The position peaked at $6.73K in Q4 2022. 958 funds tracked by Wall St. Rank hold HAL as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Halliburton position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 173 Halliburton shares in Q3 2023, an estimated $5.7K.
  • Tilia Fiduciary Partners first reported a position in Halliburton in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Halliburton position peaked at $6.73K in Q4 2022.
  • 958 funds tracked by Wall St. Rank held Halliburton as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.