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Buckingham Strategic Wealth’s Haleon HLN Stock Holding History

Buckingham Strategic 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
Q2 		$95.7K Buy
11,588
+798
+7% +$6.67K ﹤0.01% 741
2024
Q1 		$91.6K Sell
10,790
-1,628
-13% -$13.6K ﹤0.01% 733
2023
Q4 		$102K Sell
12,418
-329
-3% -$2.71K ﹤0.01% 698
2023
Q3 		$106K Buy
12,747
+467
+4% +$3.89K ﹤0.01% 661
2023
Q2 		$103K Buy
+12,280
New +$105K ﹤0.01% 667
2022
Q4 		– Sell
-25,313
Closed -$154K – 639
2022
Q3 		$154K Buy
+25,313
New +$164K ﹤0.01% 560

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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Buckingham Strategic Wealth's HLN Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Haleon (HLN) stake by 7.4% in Q2 2024, buying an estimated $6.67K and bringing the position to 11,588 shares worth $95.7K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Buckingham Strategic Wealth first reported a position in HLN in Q3 2022 and has held it in 6 quarters since. The position peaked at $154K in Q3 2022. 579 funds tracked by Wall St. Rank hold HLN as of Q2 2024.

  • Buckingham Strategic Wealth held 11,588 shares of Haleon worth $95.7K as of Q2 2024.
  • Buckingham Strategic Wealth bought 798 Haleon shares in Q2 2024, an estimated $6.67K.
  • Haleon made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #741 holding.
  • Buckingham Strategic Wealth first reported a position in Haleon in Q3 2022 and has held it in 6 quarters since.
  • Buckingham Strategic Wealth's Haleon position peaked at $154K in Q3 2022.
  • 579 funds tracked by Wall St. Rank held Haleon as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.