CGH
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Crossmark Global Holdings’s Halozyme HALO Stock Holding History

Crossmark Global Holdings’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 		$212K Sell
3,287
-66
-2% -$4.65K ﹤0.01% 1178
2025
Q4 		$226K Buy
+3,353
New +$226K ﹤0.01% 1145
2023
Q1 		– Sell
-18,928
Closed -$1.08M – 1303
2022
Q4 		$1.08M Sell
18,928
-4,194
-18% -$215K 0.03% 548
2022
Q3 		$914K Sell
23,122
-654
-3% -$28.9K 0.03% 569
2022
Q2 		$1.05M Sell
23,776
-2,750
-10% -$119K 0.03% 553
2022
Q1 		$1.06M Buy
26,526
+4,450
+20% +$159K 0.02% 599
2021
Q4 		$888K Buy
22,076
+1,760
+9% +$65.7K 0.02% 666
2021
Q3 		$826K Buy
20,316
+46
+0.2% +$1.92K 0.02% 675
2021
Q2 		$920K Sell
20,270
-30
-0.1% -$1.33K 0.02% 644
2021
Q1 		$846K Buy
20,300
+330
+2% +$15.1K 0.02% 653
2020
Q4 		$853K Buy
+19,970
New +$718K 0.02% 614

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