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America First Investment Advisors’s Haleon HLN Stock Holding History

America First Investment Advisors’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
Q3 		– Sell
-500
Closed -$4.13K – 57
2024
Q2 		$4.13K Hold
500
– – ﹤0.01% 78
2024
Q1 		$4.25K Hold
500
– – ﹤0.01% 81
2023
Q4 		$4.12K Hold
500
– – ﹤0.01% 95
2023
Q3 		$4.17K Hold
500
– – ﹤0.01% 94
2023
Q2 		$4.19K Hold
500
– – ﹤0.01% 96
2023
Q1 		$4.07K Hold
500
– – ﹤0.01% 98
2022
Q4 		$4K Hold
500
– – ﹤0.01% 87
2022
Q3 		$3K Buy
+500
New +$3.24K ﹤0.01% 81

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

America First Investment Advisors's HLN Position: Q3 2024 in Review

America First Investment Advisors sold out of Haleon (HLN) in Q3 2024, closing a stake of 500 shares — an estimated $4.13K sold.

America First Investment Advisors first reported a position in HLN in Q3 2022 and held it in 8 quarters. The position peaked at $4.25K in Q1 2024. 587 funds tracked by Wall St. Rank hold HLN as of Q3 2024.

  • America First Investment Advisors reported no remaining Haleon position as of Q3 2024 after selling out during the quarter.
  • America First Investment Advisors sold 500 Haleon shares in Q3 2024, an estimated $4.13K.
  • America First Investment Advisors first reported a position in Haleon in Q3 2022 and held it in 8 quarters.
  • America First Investment Advisors's Haleon position peaked at $4.25K in Q1 2024.
  • 587 funds tracked by Wall St. Rank held Haleon as of Q3 2024.

Based on America First Investment Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.