Able Wealth Management’s Haleon HLN Stock Holding History

Able Wealth Management’s Portfolio HLN Stock Details HLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-114	Closed	-$935	–	289
2023 Q4	$935	Buy	+114	New	+$940	﹤0.01%	525

Other funds holding HLN

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Able Wealth Management's HLN Position: Q1 2024 in Review

Able Wealth Management sold out of Haleon (HLN) in Q1 2024, closing a stake of 114 shares — an estimated $935 sold.

Able Wealth Management first reported a position in HLN in Q4 2023 and held it in 1 quarter. The position peaked at $935 in Q4 2023. 599 funds tracked by Wall St. Rank hold HLN as of Q1 2024.

Able Wealth Management reported no remaining Haleon position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 114 Haleon shares in Q1 2024, an estimated $935.
Able Wealth Management first reported a position in Haleon in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Haleon position peaked at $935 in Q4 2023.
599 funds tracked by Wall St. Rank held Haleon as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.