Castleview Partners’s Halliburton HAL Stock Holding History

Castleview Partners’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	-78	Closed	-$2.63K	–	699
2024 Q2	$2.63K	Hold	78	–	–	﹤0.01%	708
2024 Q1	$3.08K	Hold	78	–	–	﹤0.01%	702
2023 Q4	$2.82K	Hold	78	–	–	﹤0.01%	672
2023 Q3	$3.16K	Hold	78	–	–	﹤0.01%	521
2023 Q2	$2.57K	Hold	78	–	–	﹤0.01%	564
2023 Q1	$2.47K	Hold	78	–	–	﹤0.01%	556
2022 Q4	$3.07K	Hold	78	–	–	﹤0.01%	490
2022 Q3	$2K	Buy	+78	New	+$2.23K	﹤0.01%	528
2022 Q1	–	Sell	-34,648	Closed	-$1.51K	–	837
2021 Q4	$1.51K	Buy	+34,648	New	+$820K	0.01%	327
2021 Q2	$35K	Buy	+1,515	New	+$33.7K	0.02%	475

Other funds holding HAL

Capital World Investors

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

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

Geode Capital Management

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

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