Cedar Mountain Advisors’s Haleon HLN Stock Holding History

Cedar Mountain Advisors’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 Q3	–	Sell	-22	Closed	-$182	–	344
2024 Q2	$182	Hold	22	–	–	﹤0.01%	327
2024 Q1	$187	Buy	+22	New	+$184	﹤0.01%	332

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cedar Mountain Advisors's HLN Position: Q3 2024 in Review

Cedar Mountain Advisors sold out of Haleon (HLN) in Q3 2024, closing a stake of 22 shares — an estimated $182 sold.

Cedar Mountain Advisors first reported a position in HLN in Q1 2024 and held it in 2 quarters. The position peaked at $187 in Q1 2024. 587 funds tracked by Wall St. Rank hold HLN as of Q3 2024.

Cedar Mountain Advisors reported no remaining Haleon position as of Q3 2024 after selling out during the quarter.
Cedar Mountain Advisors sold 22 Haleon shares in Q3 2024, an estimated $182.
Cedar Mountain Advisors first reported a position in Haleon in Q1 2024 and held it in 2 quarters.
Cedar Mountain Advisors's Haleon position peaked at $187 in Q1 2024.
587 funds tracked by Wall St. Rank held Haleon as of Q3 2024.

Based on Cedar Mountain Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.