Cutler Group’s Haleon HLN Stock Holding History

Cutler Group’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 Q1	–	Sell	-600	Closed	-$4K	–	2813
2023 Q4	$4K	Buy	+600	New	+$4.95K	﹤0.01%	2830
2022 Q4	–	Sell	-10,787	Closed	-$65K	–	4716
2022 Q3	$65K	Buy	+10,787	New	+$69.8K	﹤0.01%	1704

Other funds holding HLN

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Cutler Group's HLN Position: Q1 2024 in Review

Cutler Group sold out of Haleon (HLN) in Q1 2024, closing a stake of 600 shares — an estimated $4K sold.

Cutler Group first reported a position in HLN in Q3 2022 and held it in 2 quarters. The position peaked at $65K in Q3 2022. 600 funds tracked by Wall St. Rank hold HLN as of Q1 2024.

Cutler Group reported no remaining Haleon position as of Q1 2024 after selling out during the quarter.
Cutler Group sold 600 Haleon shares in Q1 2024, an estimated $4K.
Cutler Group first reported a position in Haleon in Q3 2022 and held it in 2 quarters.
Cutler Group's Haleon position peaked at $65K in Q3 2022.
600 funds tracked by Wall St. Rank held Haleon as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.