Wright Investors Service’s Halliburton HAL Stock Holding History

Wright Investors Service’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 Q1	–	Sell	-9,387	Closed	-$339K	–	154
2023 Q4	$339K	Sell	9,387 -3,917	-29%	-$151K	0.1%	138
2023 Q3	$539K	Buy	13,304 +5,029	+61%	+$197K	0.16%	119
2023 Q2	$273K	Sell	8,275 -221	-3%	-$6.98K	0.08%	141
2023 Q1	$269K	Buy	+8,496	New	+$315K	0.08%	145
2019 Q1	–	Sell	-8,343	Closed	-$222K	–	154
2018 Q4	$222K	Buy	+8,343	New	+$281K	0.1%	136
2015 Q3	–	Sell	-13,162	Closed	-$567K	–	220
2015 Q2	$567K	Sell	13,162 -18	-0.1%	-$829	0.27%	111
2015 Q1	$578K	Sell	13,180 -1,327	-9%	-$55.3K	0.28%	114
2014 Q4	$571K	Sell	14,507 -8,060	-36%	-$392K	0.28%	119
2014 Q3	$1.46M	Sell	22,567 -60	-0.3%	-$4.11K	0.72%	40
2014 Q2	$1.61M	Buy	22,627 +1,072	+5%	+$68.7K	0.73%	36
2014 Q1	$1.27M	Buy	21,555 +306	+1%	+$16.3K	0.57%	48
2013 Q4	$1.08M	Buy	+21,249	New	+$1.1M	0.48%	62

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Wright Investors Service's HAL Position: Q1 2024 in Review

Wright Investors Service sold out of Halliburton (HAL) in Q1 2024, closing a stake of 9,387 shares — an estimated $339K sold.

Wright Investors Service first reported a position in HAL in Q4 2013 and held it in 12 quarters. The position peaked at $1.61M in Q2 2014. 990 funds tracked by Wall St. Rank hold HAL as of Q1 2024.

Wright Investors Service reported no remaining Halliburton position as of Q1 2024 after selling out during the quarter.
Wright Investors Service sold 9,387 Halliburton shares in Q1 2024, an estimated $339K.
Wright Investors Service first reported a position in Halliburton in Q4 2013 and held it in 12 quarters.
Wright Investors Service's Halliburton position peaked at $1.61M in Q2 2014.
990 funds tracked by Wall St. Rank held Halliburton as of Q1 2024.

Based on Wright Investors Service's 13F filing for Q1 2024, filed 2 May 2024.