Delos Wealth Advisors’s Haleon HLN Stock Holding History

Delos Wealth 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 Q1	–	Sell	-22	Closed	-$182	–	397
2023 Q4	$182	Hold	22	–	–	﹤0.01%	320
2023 Q3	$181	Hold	22	–	–	﹤0.01%	354
2023 Q2	$185	Hold	22	–	–	﹤0.01%	353
2023 Q1	$180	Hold	22	–	–	﹤0.01%	367
2022 Q4	$176	Hold	22	–	–	﹤0.01%	375
2022 Q3	$0	Buy	+22	New	+$142	﹤0.01%	319

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

DLA

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

Delos Wealth Advisors's HLN Position: Q1 2024 in Review

Delos Wealth Advisors sold out of Haleon (HLN) in Q1 2024, closing a stake of 22 shares — an estimated $182 sold.

Delos Wealth Advisors first reported a position in HLN in Q3 2022 and held it in 6 quarters. The position peaked at $185 in Q2 2023. 599 funds tracked by Wall St. Rank hold HLN as of Q1 2024.

Delos Wealth Advisors reported no remaining Haleon position as of Q1 2024 after selling out during the quarter.
Delos Wealth Advisors sold 22 Haleon shares in Q1 2024, an estimated $182.
Delos Wealth Advisors first reported a position in Haleon in Q3 2022 and held it in 6 quarters.
Delos Wealth Advisors's Haleon position peaked at $185 in Q2 2023.
599 funds tracked by Wall St. Rank held Haleon as of Q1 2024.

Based on Delos Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.