ZIG
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Zullo Investment Group’s Halliburton HAL Stock Holding History

Zullo Investment Group’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
-415
Closed -$16.3K – 383
2022
Q4 		$16.3K Sell
415
-1,975
-83% -$69.9K 0.01% 422
2022
Q3 		$59K Buy
2,390
+2,050
+603% +$58.6K 0.04% 252
2022
Q2 		$11K Buy
340
+100
+42% +$3.73K 0.01% 477
2022
Q1 		$9K Hold
240
– – ﹤0.01% 551
2021
Q4 		$5K Buy
+240
New +$5.68K ﹤0.01% 655

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Zullo Investment Group's HAL Position: Q1 2023 in Review

Zullo Investment Group sold out of Halliburton (HAL) in Q1 2023, closing a stake of 415 shares — an estimated $16.3K sold.

Zullo Investment Group first reported a position in HAL in Q4 2021 and held it in 5 quarters. The position peaked at $59K in Q3 2022. 932 funds tracked by Wall St. Rank hold HAL as of Q1 2023.

  • Zullo Investment Group reported no remaining Halliburton position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 415 Halliburton shares in Q1 2023, an estimated $16.3K.
  • Zullo Investment Group first reported a position in Halliburton in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Halliburton position peaked at $59K in Q3 2022.
  • 932 funds tracked by Wall St. Rank held Halliburton as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.