BKM Wealth Management’s Haleon HLN Stock Holding History

BKM Wealth Management’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	-1,070	Closed	-$8.81K	–	341
2023 Q4	$8.81K	Buy	+1,070	New	+$8.82K	﹤0.01%	461

Other funds holding HLN

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BKM Wealth Management's HLN Position: Q1 2024 in Review

BKM Wealth Management sold out of Haleon (HLN) in Q1 2024, closing a stake of 1,070 shares — an estimated $8.81K sold.

BKM Wealth Management first reported a position in HLN in Q4 2023 and held it in 1 quarter. The position peaked at $8.81K in Q4 2023. 599 funds tracked by Wall St. Rank hold HLN as of Q1 2024.

BKM Wealth Management reported no remaining Haleon position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 1,070 Haleon shares in Q1 2024, an estimated $8.81K.
BKM Wealth Management first reported a position in Haleon in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Haleon position peaked at $8.81K in Q4 2023.
599 funds tracked by Wall St. Rank held Haleon as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.