Evergreen Capital Management’s Halliburton HAL Stock Holding History

Evergreen 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
2026 Q1	$285K	Buy	+7,320	New	+$253K	0.01%	1155
2020 Q1	–	Sell	-8,502	Closed	-$208K	–	433
2019 Q4	$208K	Buy	+8,502	New	+$179K	0.02%	432
2019 Q2	–	Sell	-7,652	Closed	-$224K	–	453
2019 Q1	$224K	Sell	7,652 -519	-6%	-$15.7K	0.02%	338
2018 Q4	$217K	Buy	+8,171	New	+$276K	0.02%	330
2014 Q2	–	Sell	-3,945	Closed	-$232K	–	102
2014 Q1	$232K	Sell	3,945 -59,207	-94%	-$3.16M	0.05%	92
2013 Q4	$3.21M	Sell	63,152 -980	-2%	-$50.7K	0.58%	59
2013 Q3	$3.09M	Sell	64,132 -1,066	-2%	-$49.9K	0.5%	66
2013 Q2	$2.72M	Buy	+65,198	New	+$2.73M	0.42%	72

Other funds holding HAL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Barrow, Hanley, Mewhinney & Strauss

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return