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City State Bank’s Halozyme HALO Stock Holding History

City State Bank’s Portfolio HALO Stock Details HALO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.11K Hold
110
– – ﹤0.01% 577
2025
Q4 		$7.4K Hold
110
– – ﹤0.01% 561
2025
Q3 		$8.07K Hold
110
– – ﹤0.01% 540
2025
Q2 		$5.72K Hold
110
– – ﹤0.01% 563
2025
Q1 		$7.02K Hold
110
– – ﹤0.01% 544
2024
Q4 		$5.26K Hold
110
– – ﹤0.01% 567
2024
Q3 		$6.3K Hold
110
– – ﹤0.01% 545
2024
Q2 		$5.76K Hold
110
– – ﹤0.01% 542
2024
Q1 		$4K Hold
110
– – ﹤0.01% 590
2023
Q4 		$4K Hold
110
– – ﹤0.01% 569
2023
Q3 		$4K Hold
110
– – ﹤0.01% 571
2023
Q2 		$4K Hold
110
– – ﹤0.01% 580
2023
Q1 		$4K Hold
110
– – ﹤0.01% 578
2022
Q4 		$6K Hold
110
– – ﹤0.01% 512
2022
Q3 		$4K Hold
110
– – ﹤0.01% 543
2022
Q2 		$5K Hold
110
– – ﹤0.01% 528
2022
Q1 		$4K Hold
110
– – ﹤0.01% 573
2021
Q4 		$4K Buy
+110
New +$4.11K ﹤0.01% 562

Other funds holding HALO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return