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Coronation Fund Managers’s Haleon HLN Stock Holding History

Coronation Fund Managers’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
Q2 		– Sell
-21,842
Closed -$185K – 111
2024
Q1 		$185K Sell
21,842
-213,122
-91% -$1.78M 0.01% 157
2023
Q4 		$1.93M Buy
234,964
+12,813
+6% +$106K 0.05% 135
2023
Q3 		$1.85M Buy
222,151
+15,672
+8% +$131K 0.06% 142
2023
Q2 		$1.73M Buy
206,479
+2,488
+1% +$21.2K 0.05% 150
2023
Q1 		$1.66M Sell
203,991
-16,061
-7% -$128K 0.04% 155
2022
Q4 		$1.76M Buy
+220,052
New +$1.5M 0.05% 158

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Coronation Fund Managers's HLN Position: Q2 2024 in Review

Coronation Fund Managers sold out of Haleon (HLN) in Q2 2024, closing a stake of 21,842 shares — an estimated $185K sold.

Coronation Fund Managers first reported a position in HLN in Q4 2022 and held it in 6 quarters. The position peaked at $1.93M in Q4 2023. 581 funds tracked by Wall St. Rank hold HLN as of Q2 2024.

  • Coronation Fund Managers reported no remaining Haleon position as of Q2 2024 after selling out during the quarter.
  • Coronation Fund Managers sold 21,842 Haleon shares in Q2 2024, an estimated $185K.
  • Coronation Fund Managers first reported a position in Haleon in Q4 2022 and held it in 6 quarters.
  • Coronation Fund Managers's Haleon position peaked at $1.93M in Q4 2023.
  • 581 funds tracked by Wall St. Rank held Haleon as of Q2 2024.

Based on Coronation Fund Managers's 13F filing for Q2 2024, filed 18 Jul 2024.