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Avalon Investment & Advisory’s Halozyme HALO Stock Holding History

Avalon Investment & Advisory’s Portfolio HALO Stock Details HALO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,725
Closed -$269K – 319
2022
Q4 		$269K Buy
+4,725
New +$242K 0.01% 287

Other funds holding HALO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Avalon Investment & Advisory's HALO Position: Q1 2023 in Review

Avalon Investment & Advisory sold out of Halozyme (HALO) in Q1 2023, closing a stake of 4,725 shares — an estimated $269K sold.

Avalon Investment & Advisory first reported a position in HALO in Q4 2022 and held it in 1 quarter. The position peaked at $269K in Q4 2022. 386 funds tracked by Wall St. Rank hold HALO as of Q1 2023.

  • Avalon Investment & Advisory reported no remaining Halozyme position as of Q1 2023 after selling out during the quarter.
  • Avalon Investment & Advisory sold 4,725 Halozyme shares in Q1 2023, an estimated $269K.
  • Avalon Investment & Advisory first reported a position in Halozyme in Q4 2022 and held it in 1 quarter.
  • Avalon Investment & Advisory's Halozyme position peaked at $269K in Q4 2022.
  • 386 funds tracked by Wall St. Rank held Halozyme as of Q1 2023.

Based on Avalon Investment & Advisory's 13F filing for Q1 2023, filed 15 May 2023.