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Cooper Financial Group’s Halozyme HALO Stock Holding History

Cooper Financial Group’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
2023
Q1 		– Sell
-7,378
Closed -$420K – 308
2022
Q4 		$420K Buy
7,378
+436
+6% +$22.3K 0.13% 172
2022
Q3 		$274K Buy
+6,942
New +$307K 0.1% 197

Other funds holding HALO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Cooper Financial Group's HALO Position: Q1 2023 in Review

Cooper Financial Group sold out of Halozyme (HALO) in Q1 2023, closing a stake of 7,378 shares — an estimated $420K sold.

Cooper Financial Group first reported a position in HALO in Q3 2022 and held it in 2 quarters. The position peaked at $420K in Q4 2022. 386 funds tracked by Wall St. Rank hold HALO as of Q1 2023.

  • Cooper Financial Group reported no remaining Halozyme position as of Q1 2023 after selling out during the quarter.
  • Cooper Financial Group sold 7,378 Halozyme shares in Q1 2023, an estimated $420K.
  • Cooper Financial Group first reported a position in Halozyme in Q3 2022 and held it in 2 quarters.
  • Cooper Financial Group's Halozyme position peaked at $420K in Q4 2022.
  • 386 funds tracked by Wall St. Rank held Halozyme as of Q1 2023.

Based on Cooper Financial Group's 13F filing for Q1 2023, filed 11 May 2023.