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SVB Wealth’s Halliburton HAL Stock Holding History

SVB Wealth’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
2024
Q2 		– Sell
-7,430
Closed -$293K – 777
2024
Q1 		$293K Sell
7,430
-1,771
-19% -$63.4K 0.01% 644
2023
Q4 		$333K Buy
9,201
+3,034
+49% +$117K 0.01% 588
2023
Q3 		$250K Sell
6,167
-2,901
-32% -$114K 0.01% 674
2023
Q2 		$299K Sell
9,068
-1,508
-14% -$47.6K 0.01% 677
2023
Q1 		$335K Buy
10,576
+1,419
+15% +$52.6K ﹤0.01% 678
2022
Q4 		$360K Buy
9,157
+1,009
+12% +$35.7K ﹤0.01% 669
2022
Q3 		$200K Buy
+8,148
New +$233K ﹤0.01% 855
2017
Q4 		– Sell
-6,780
Closed -$312K – 485
2017
Q3 		$312K Sell
6,780
-3
-0% -$126 0.01% 395
2017
Q2 		$290K Sell
6,783
-297
-4% -$13.6K 0.01% 412
2017
Q1 		$348K Buy
7,080
+380
+6% +$20.4K 0.01% 392
2016
Q4 		$362K Buy
6,700
+150
+2% +$7.48K 0.02% 386
2016
Q3 		$294K Sell
6,550
-1,246
-16% -$54.4K 0.01% 447
2016
Q2 		$353K Sell
7,796
-1,148
-13% -$47.2K 0.01% 404
2016
Q1 		$319K Sell
8,944
-2,104
-19% -$68.7K 0.01% 432
2015
Q4 		$376K Buy
11,048
+3,963
+56% +$149K 0.01% 424
2015
Q3 		$250K Buy
7,085
+172
+2% +$6.77K 0.01% 492
2015
Q2 		$298K Buy
6,913
+1,231
+22% +$56.7K 0.01% 488
2015
Q1 		$249K Buy
5,682
+108
+2% +$4.5K 0.01% 499
2014
Q4 		$219K Buy
+5,574
New +$271K 0.01% 513

Other funds holding HAL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return