Endurance Wealth Management’s Halliburton HAL Stock Holding History

Endurance Wealth 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
2020 Q2	–	Sell	-150	Closed	-$1K	–	615
2020 Q1	$1K	Hold	150	–	–	﹤0.01%	546
2019 Q4	$4K	Hold	150	–	–	﹤0.01%	471
2019 Q3	$3K	Hold	150	–	–	﹤0.01%	479
2019 Q2	$3K	Hold	150	–	–	﹤0.01%	435
2019 Q1	$4K	Hold	150	–	–	﹤0.01%	429
2018 Q4	$4K	Sell	150 -1,000	-87%	-$33.7K	﹤0.01%	424
2018 Q3	$47K	Sell	1,150 -250	-18%	-$10.3K	0.01%	287
2018 Q2	$63K	Hold	1,400	–	–	0.01%	255
2018 Q1	$66K	Hold	1,400	–	–	0.01%	259
2017 Q4	$68K	Hold	1,400	–	–	0.01%	249
2017 Q3	$64K	Hold	1,400	–	–	0.01%	248
2017 Q2	$60K	Sell	1,400 -132	-9%	-$6.06K	0.01%	257
2017 Q1	$75K	Hold	1,532	–	–	0.01%	236
2016 Q4	$83K	Hold	1,532	–	–	0.01%	232
2016 Q3	$72K	Hold	1,532	–	–	0.01%	245
2016 Q2	$69K	Hold	1,532	–	–	0.01%	242
2016 Q1	$55	Hold	1,532	–	–	0.01%	250
2015 Q4	$52K	Hold	1,532	–	–	0.01%	256
2015 Q3	$60K	Hold	1,532	–	–	0.01%	253
2015 Q2	$66K	Buy	+1,532	New	+$70.6K	0.01%	246

Other funds holding HAL

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 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

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return