Ellevest Inc’s Halliburton HAL Stock Holding History

Ellevest Inc’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	-618	Closed	-$19.6K	–	892
2023 Q1	$19.6K	Sell	618 -25	-4%	-$926	﹤0.01%	847
2022 Q4	$25.3K	Sell	643 -330	-34%	-$11.7K	﹤0.01%	788
2022 Q3	$24K	Buy	973 +380	+64%	+$10.9K	﹤0.01%	766
2022 Q2	$19K	Buy	593 +287	+94%	+$10.7K	﹤0.01%	764
2022 Q1	$12K	Sell	306 -113	-27%	-$3.66K	﹤0.01%	844
2021 Q4	$10K	Sell	419 -251	-37%	-$5.94K	﹤0.01%	857
2021 Q3	$14K	Buy	+670	New	+$13.7K	﹤0.01%	749
2021 Q2	–	Sell	-769	Closed	-$17K	–	1326
2021 Q1	$17K	Sell	769 -284	-27%	-$5.94K	﹤0.01%	683
2020 Q4	$20K	Buy	1,053 +307	+41%	+$4.76K	﹤0.01%	630
2020 Q3	$9K	Buy	746 +702	+1,595%	+$10.2K	﹤0.01%	673
2020 Q2	$1K	Buy	+44	New	+$474	﹤0.01%	1004
2019 Q3	–	Sell	-203	Closed	-$5K	–	545
2019 Q2	$5K	Buy	+203	New	+$5.27K	﹤0.01%	298

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 $5.7T 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