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Crewe Advisors’s Haleon HLN Stock Holding History

Crewe 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
-1,953
Closed -$16.1K – 838
2024
Q2 		$16.1K Buy
1,953
+1,842
+1,659% +$15.4K ﹤0.01% 592
2024
Q1 		$943 Buy
+111
New +$928 ﹤0.01% 889
2023
Q4 		– Sell
-330
Closed -$2.75K – 548
2023
Q3 		$2.75K Hold
330
– – ﹤0.01% 323
2023
Q2 		$2.77K Hold
330
– – ﹤0.01% 515
2023
Q1 		$2.69K Hold
330
– – ﹤0.01% 699
2022
Q4 		$2.64K Hold
330
– – ﹤0.01% 793
2022
Q3 		$2K Buy
+330
New +$2.14K ﹤0.01% 1045

Other funds holding HLN

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
SC
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Crewe Advisors's HLN Position: Q3 2024 in Review

Crewe Advisors sold out of Haleon (HLN) in Q3 2024, closing a stake of 1,953 shares — an estimated $16.1K sold.

Crewe Advisors first reported a position in HLN in Q3 2022 and held it in 7 quarters. The position peaked at $16.1K in Q2 2024. 587 funds tracked by Wall St. Rank hold HLN as of Q3 2024.

  • Crewe Advisors reported no remaining Haleon position as of Q3 2024 after selling out during the quarter.
  • Crewe Advisors sold 1,953 Haleon shares in Q3 2024, an estimated $16.1K.
  • Crewe Advisors first reported a position in Haleon in Q3 2022 and held it in 7 quarters.
  • Crewe Advisors's Haleon position peaked at $16.1K in Q2 2024.
  • 587 funds tracked by Wall St. Rank held Haleon as of Q3 2024.

Based on Crewe Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.