Summitry LLC’s Halliburton HAL Stock Holding History

Summitry LLC’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	$299K	Buy	+7,661	New	+$265K	0.01%	212
2016 Q3	–	Sell	-5,480	Closed	-$248K	–	85
2016 Q2	$248K	Sell	5,480 -156,657	-97%	-$6.44M	0.03%	79
2016 Q1	$5.79M	Buy	162,137 +3,248	+2%	+$106K	0.62%	30
2015 Q4	$5.41M	Buy	158,889 +2,254	+1%	+$85K	0.57%	33
2015 Q3	$5.54M	Buy	+156,635	New	+$6.16M	0.64%	33
2014 Q1	–	Sell	-5,070	Closed	-$257K	–	76
2013 Q4	$257K	Buy	+5,070	New	+$262K	0.03%	66

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