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Caldwell Trust’s Hain Celestial HAIN Stock Holding History

Caldwell Trust’s Portfolio HAIN Stock Details HAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-129
Closed -$1.41K – 719
2023
Q4 		$1.41K Hold
129
– – ﹤0.01% 689
2023
Q3 		$1.34K Hold
129
– – ﹤0.01% 693
2023
Q2 		$1.61K Buy
+129
New +$1.9K ﹤0.01% 727

Other funds holding HAIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Caldwell Trust's HAIN Position: Q1 2024 in Review

Caldwell Trust sold out of Hain Celestial (HAIN) in Q1 2024, closing a stake of 129 shares — an estimated $1.41K sold.

Caldwell Trust first reported a position in HAIN in Q2 2023 and held it in 3 quarters. The position peaked at $1.61K in Q2 2023. 257 funds tracked by Wall St. Rank hold HAIN as of Q1 2024.

  • Caldwell Trust reported no remaining Hain Celestial position as of Q1 2024 after selling out during the quarter.
  • Caldwell Trust sold 129 Hain Celestial shares in Q1 2024, an estimated $1.41K.
  • Caldwell Trust first reported a position in Hain Celestial in Q2 2023 and held it in 3 quarters.
  • Caldwell Trust's Hain Celestial position peaked at $1.61K in Q2 2023.
  • 257 funds tracked by Wall St. Rank held Hain Celestial as of Q1 2024.

Based on Caldwell Trust's 13F filing for Q1 2024, filed 24 Sep 2025.