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Bison Wealth’s Haleon HLN Stock Holding History

Bison Wealth’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
Q4 		– Sell
-11,136
Closed -$118K – 366
2024
Q3 		$118K Hold
11,136
– – 0.02% 405
2024
Q2 		$94.5K Hold
11,136
– – 0.02% 407
2024
Q1 		$94.5K Hold
11,136
– – 0.02% 409
2023
Q4 		$91.6K Sell
11,136
-2,392
-18% -$19.7K 0.02% 394
2023
Q3 		$113K Hold
13,528
– – 0.02% 381
2023
Q2 		$113K Hold
13,528
– – 0.02% 370
2023
Q1 		$118K Hold
13,528
– – 0.04% 248
2022
Q4 		$108K Sell
13,528
-487
-3% -$3.31K 0.03% 263
2022
Q3 		$85K Buy
+14,015
New +$90.7K 0.03% 246

Other funds holding HLN

P
Pfizer New York $239M AUM 232.47% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 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

Bison Wealth's HLN Position: Q4 2024 in Review

Bison Wealth sold out of Haleon (HLN) in Q4 2024, closing a stake of 11,136 shares — an estimated $118K sold.

Bison Wealth first reported a position in HLN in Q3 2022 and held it in 9 quarters. The position peaked at $118K in Q1 2023. 610 funds tracked by Wall St. Rank hold HLN as of Q4 2024.

  • Bison Wealth reported no remaining Haleon position as of Q4 2024 after selling out during the quarter.
  • Bison Wealth sold 11,136 Haleon shares in Q4 2024, an estimated $118K.
  • Bison Wealth first reported a position in Haleon in Q3 2022 and held it in 9 quarters.
  • Bison Wealth's Haleon position peaked at $118K in Q1 2023.
  • 610 funds tracked by Wall St. Rank held Haleon as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.