DB Wealth Management Group’s Haleon HLN Stock Holding History

DB Wealth Management 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
2023 Q4	–	Sell	-55	Closed	-$458	–	377
2023 Q3	$458	Buy	+55	New	+$458	﹤0.01%	358

Other funds holding HLN

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DB Wealth Management Group's HLN Position: Q4 2023 in Review

DB Wealth Management Group sold out of Haleon (HLN) in Q4 2023, closing a stake of 55 shares — an estimated $458 sold.

DB Wealth Management Group first reported a position in HLN in Q3 2023 and held it in 1 quarter. The position peaked at $458 in Q3 2023. 590 funds tracked by Wall St. Rank hold HLN as of Q4 2023.

DB Wealth Management Group reported no remaining Haleon position as of Q4 2023 after selling out during the quarter.
DB Wealth Management Group sold 55 Haleon shares in Q4 2023, an estimated $458.
DB Wealth Management Group first reported a position in Haleon in Q3 2023 and held it in 1 quarter.
DB Wealth Management Group's Haleon position peaked at $458 in Q3 2023.
590 funds tracked by Wall St. Rank held Haleon as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.