WD Rutherford’s Halliburton HAL Stock Holding History

WD Rutherford’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
2024 Q3	–	Sell	-62,040	Closed	-$2.1M	–	86
2024 Q2	$2.1M	Sell	62,040 -7,310	-11%	-$270K	1.05%	37
2024 Q1	$2.73M	Buy	69,350 +5,365	+8%	+$192K	1.41%	32
2023 Q4	$2.2M	Sell	63,985 -3,820	-6%	-$147K	1.28%	34
2023 Q3	$2.75M	Buy	67,805 +43,430	+178%	+$1.7M	1.88%	25
2023 Q2	$804K	Sell	24,375 -1,815	-7%	-$57.3K	0.51%	47
2023 Q1	$829K	Hold	26,190	–	–	0.58%	45
2022 Q4	$1.03M	Sell	26,190 -6,705	-20%	-$237K	0.81%	40
2022 Q3	$810K	Buy	32,895 +12,105	+58%	+$346K	0.65%	45
2022 Q2	$652K	Buy	+20,790	New	+$775K	0.5%	48

Other funds holding HAL

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WD Rutherford's HAL Position: Q3 2024 in Review

WD Rutherford sold out of Halliburton (HAL) in Q3 2024, closing a stake of 62,040 shares — an estimated $2.1M sold.

WD Rutherford first reported a position in HAL in Q2 2022 and held it in 9 quarters. The position peaked at $2.75M in Q3 2023. 923 funds tracked by Wall St. Rank hold HAL as of Q3 2024.

WD Rutherford reported no remaining Halliburton position as of Q3 2024 after selling out during the quarter.
WD Rutherford sold 62,040 Halliburton shares in Q3 2024, an estimated $2.1M.
WD Rutherford first reported a position in Halliburton in Q2 2022 and held it in 9 quarters.
WD Rutherford's Halliburton position peaked at $2.75M in Q3 2023.
923 funds tracked by Wall St. Rank held Halliburton as of Q3 2024.

Based on WD Rutherford's 13F filing for Q3 2024, filed 25 Oct 2024.