AIP
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Almanack Investment Partners’s Haleon HLN Stock Holding History

Almanack Investment Partners’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
2022
Q4 		– Sell
-11,600
Closed -$71K – 610
2022
Q3 		$71K Buy
+11,600
New +$75.1K 0.01% 212

Other funds holding HLN

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BCPEMI
Bain Capital Public Equity Management II Boston, Massachusetts $62.1M AUM 25.46% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Almanack Investment Partners's HLN Position: Q4 2022 in Review

Almanack Investment Partners sold out of Haleon (HLN) in Q4 2022, closing a stake of 11,600 shares — an estimated $71K sold.

Almanack Investment Partners first reported a position in HLN in Q3 2022 and held it in 1 quarter. The position peaked at $71K in Q3 2022. 585 funds tracked by Wall St. Rank hold HLN as of Q4 2022.

  • Almanack Investment Partners reported no remaining Haleon position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 11,600 Haleon shares in Q4 2022, an estimated $71K.
  • Almanack Investment Partners first reported a position in Haleon in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's Haleon position peaked at $71K in Q3 2022.
  • 585 funds tracked by Wall St. Rank held Haleon as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.