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Clear Point Advisors’s Haleon HLN Stock Holding History

Clear Point 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
Q4 		– Sell
-100
Closed -$1.06K – 298
2024
Q3 		$1.06K Hold
100
– – ﹤0.01% 477
2024
Q2 		$826 Hold
100
– – ﹤0.01% 478
2024
Q1 		$849 Hold
100
– – ﹤0.01% 474
2023
Q4 		$823 Buy
+100
New +$824 ﹤0.01% 461

Other funds holding HLN

P
Pfizer New York $239M AUM 232.47% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Aristotle Capital Management
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

Clear Point Advisors's HLN Position: Q4 2024 in Review

Clear Point Advisors sold out of Haleon (HLN) in Q4 2024, closing a stake of 100 shares — an estimated $1.06K sold.

Clear Point Advisors first reported a position in HLN in Q4 2023 and held it in 4 quarters. The position peaked at $1.06K in Q3 2024. 609 funds tracked by Wall St. Rank hold HLN as of Q4 2024.

  • Clear Point Advisors reported no remaining Haleon position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 100 Haleon shares in Q4 2024, an estimated $1.06K.
  • Clear Point Advisors first reported a position in Haleon in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Haleon position peaked at $1.06K in Q3 2024.
  • 609 funds tracked by Wall St. Rank held Haleon as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.