Wintrust Investments’s Halliburton HAL Stock Holding History

Wintrust Investments’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 Q1	–	Sell	-5,890	Closed	-$232K	–	354
2022 Q4	$232K	Buy	+5,890	New	+$208K	0.03%	331
2016 Q3	–	Sell	-7,500	Closed	-$58K	–	206
2016 Q2	$58K	Buy	+7,500	New	+$309K	0.11%	76

Other funds holding HAL

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Wintrust Investments's HAL Position: Q1 2023 in Review

Wintrust Investments sold out of Halliburton (HAL) in Q1 2023, closing a stake of 5,890 shares — an estimated $232K sold.

Wintrust Investments first reported a position in HAL in Q2 2016 and held it in 2 quarters. The position peaked at $232K in Q4 2022. 932 funds tracked by Wall St. Rank hold HAL as of Q1 2023.

Wintrust Investments reported no remaining Halliburton position as of Q1 2023 after selling out during the quarter.
Wintrust Investments sold 5,890 Halliburton shares in Q1 2023, an estimated $232K.
Wintrust Investments first reported a position in Halliburton in Q2 2016 and held it in 2 quarters.
Wintrust Investments's Halliburton position peaked at $232K in Q4 2022.
932 funds tracked by Wall St. Rank held Halliburton as of Q1 2023.

Based on Wintrust Investments's 13F filing for Q1 2023, filed 9 May 2023.