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United Capital Management of KS’s Halliburton HAL Stock Holding History

United Capital Management of KS’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
2025
Q1 		– Sell
-131,266
Closed -$3.57M – 97
2024
Q4 		$3.57M Sell
131,266
-326
-0.2% -$9.53K 0.65% 46
2024
Q3 		$3.82M Buy
131,592
+7,953
+6% +$251K 0.83% 41
2024
Q2 		$4.18M Buy
+123,639
New +$4.56M 0.92% 36

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

United Capital Management of KS's HAL Position: Q1 2025 in Review

United Capital Management of KS sold out of Halliburton (HAL) in Q1 2025, closing a stake of 131,266 shares — an estimated $3.57M sold.

United Capital Management of KS first reported a position in HAL in Q2 2024 and held it in 3 quarters. The position peaked at $4.18M in Q2 2024. 954 funds tracked by Wall St. Rank hold HAL as of Q1 2025.

  • United Capital Management of KS reported no remaining Halliburton position as of Q1 2025 after selling out during the quarter.
  • United Capital Management of KS sold 131,266 Halliburton shares in Q1 2025, an estimated $3.57M.
  • United Capital Management of KS first reported a position in Halliburton in Q2 2024 and held it in 3 quarters.
  • United Capital Management of KS's Halliburton position peaked at $4.18M in Q2 2024.
  • 954 funds tracked by Wall St. Rank held Halliburton as of Q1 2025.

Based on United Capital Management of KS's 13F filing for Q1 2025, filed 13 May 2025.