Iron Gate Global Advisors’s Halliburton HAL Stock Holding History

Iron Gate Global Advisors’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	$211K	Buy	+5,411	New	+$187K	0.02%	100
2024 Q2	–	Sell	-5,511	Closed	-$219K	–	103
2024 Q1	$219K	Buy	+5,511	New	+$197K	0.04%	87
2023 Q4	–	Sell	-5,511	Closed	-$230K	–	99
2023 Q3	$230K	Buy	+5,511	New	+$216K	0.05%	80
2023 Q1	–	Sell	-5,511	Closed	-$217K	–	97
2022 Q4	$217K	Buy	+5,511	New	+$195K	0.06%	79
2022 Q2	–	Sell	-6,113	Closed	-$231K	–	98
2022 Q1	$231K	Buy	+6,113	New	+$198K	0.05%	90
2018 Q3	–	Sell	-100	Closed	-$5K	–	256
2018 Q2	$5K	Buy	+100	New	+$4.98K	﹤0.01%	169

Other funds holding HAL

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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