Western Financial Corp’s Halliburton HAL Stock Holding History

Western Financial Corp’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 Q2	–	Sell	-17,689	Closed	-$560K	–	113
2023 Q1	$560K	Buy	+17,689	New	+$655K	0.4%	82

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Western Financial Corp's HAL Position: Q2 2023 in Review

Western Financial Corp sold out of Halliburton (HAL) in Q2 2023, closing a stake of 17,689 shares — an estimated $560K sold.

Western Financial Corp first reported a position in HAL in Q1 2023 and held it in 1 quarter. The position peaked at $560K in Q1 2023. 913 funds tracked by Wall St. Rank hold HAL as of Q2 2023.

Western Financial Corp reported no remaining Halliburton position as of Q2 2023 after selling out during the quarter.
Western Financial Corp sold 17,689 Halliburton shares in Q2 2023, an estimated $560K.
Western Financial Corp first reported a position in Halliburton in Q1 2023 and held it in 1 quarter.
Western Financial Corp's Halliburton position peaked at $560K in Q1 2023.
913 funds tracked by Wall St. Rank held Halliburton as of Q2 2023.

Based on Western Financial Corp's 13F filing for Q2 2023, filed 27 Jul 2023.