Echo Street Capital Management’s Halliburton HAL Stock Holding History

Echo Street Capital Management’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	-20,480	Closed	-$648K	–	511
2023 Q1	$648K	Buy	+20,480	New	+$758K	0.01%	201
2022 Q4	–	Sell	-27,831	Closed	-$685K	–	564
2022 Q3	$685K	Buy	27,831 +15,215	+121%	+$435K	0.01%	216
2022 Q2	$396K	Buy	+12,616	New	+$470K	﹤0.01%	362
2022 Q1	–	Sell	-20,953	Closed	-$479K	–	666
2021 Q4	$479K	Buy	20,953 +2,944	+16%	+$69.7K	﹤0.01%	419
2021 Q3	$389K	Buy	+18,009	New	+$369K	﹤0.01%	478
2020 Q3	–	Sell	-28,486	Closed	-$370K	–	229
2020 Q2	$370K	Buy	+28,486	New	+$307K	﹤0.01%	380

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

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

Fidelity Investments

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

Barrow, Hanley, Mewhinney & Strauss

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