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Bank of Jackson Hole Trust’s Halozyme HALO Stock Holding History

Bank of Jackson Hole Trust’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
2025
Q1 		– Sell
-68
Closed -$3.25K – 481
2024
Q4 		$3.25K Buy
+68
New +$3.49K ﹤0.01% 454

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Jackson Hole Trust's HALO Position: Q1 2025 in Review

Bank of Jackson Hole Trust sold out of Halozyme (HALO) in Q1 2025, closing a stake of 68 shares — an estimated $3.25K sold.

Bank of Jackson Hole Trust first reported a position in HALO in Q4 2024 and held it in 1 quarter. The position peaked at $3.25K in Q4 2024. 550 funds tracked by Wall St. Rank hold HALO as of Q1 2025.

  • Bank of Jackson Hole Trust reported no remaining Halozyme position as of Q1 2025 after selling out during the quarter.
  • Bank of Jackson Hole Trust sold 68 Halozyme shares in Q1 2025, an estimated $3.25K.
  • Bank of Jackson Hole Trust first reported a position in Halozyme in Q4 2024 and held it in 1 quarter.
  • Bank of Jackson Hole Trust's Halozyme position peaked at $3.25K in Q4 2024.
  • 550 funds tracked by Wall St. Rank held Halozyme as of Q1 2025.

Based on Bank of Jackson Hole Trust's 13F filing for Q1 2025, filed 8 May 2025.