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Baldwin Wealth Partners’s Haleon HLN Stock Holding History

Baldwin Wealth 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
2024
Q1 		– Sell
-399
Closed -$3.28K – 712
2023
Q4 		$3.28K Hold
399
– – ﹤0.01% 648
2023
Q3 		$3.32K Hold
399
– – ﹤0.01% 656
2023
Q2 		$3.34K Hold
399
– – ﹤0.01% 673
2023
Q1 		$3.25K Hold
399
– – ﹤0.01% 706
2022
Q4 		$3.19K Buy
399
+204
+105% +$1.39K ﹤0.01% 695
2022
Q3 		$1K Buy
+195
New +$1.26K ﹤0.01% 640

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
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

Baldwin Wealth Partners's HLN Position: Q1 2024 in Review

Baldwin Wealth Partners sold out of Haleon (HLN) in Q1 2024, closing a stake of 399 shares — an estimated $3.28K sold.

Baldwin Wealth Partners first reported a position in HLN in Q3 2022 and held it in 6 quarters. The position peaked at $3.34K in Q2 2023. 599 funds tracked by Wall St. Rank hold HLN as of Q1 2024.

  • Baldwin Wealth Partners reported no remaining Haleon position as of Q1 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 399 Haleon shares in Q1 2024, an estimated $3.28K.
  • Baldwin Wealth Partners first reported a position in Haleon in Q3 2022 and held it in 6 quarters.
  • Baldwin Wealth Partners's Haleon position peaked at $3.34K in Q2 2023.
  • 599 funds tracked by Wall St. Rank held Haleon as of Q1 2024.

Based on Baldwin Wealth Partners's 13F filing for Q1 2024, filed 12 Apr 2024.