DAS
HLN icon

Diversify Advisory Services’s Haleon HLN Stock Holding History

Diversify Advisory Services’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
Q4 		– Sell
-14,121
Closed -$140K – 647
2024
Q3 		$140K Sell
14,121
-6,415
-31% -$62K 0.01% 616
2024
Q2 		$177K Sell
20,536
-2,446
-11% -$20.4K 0.01% 610
2024
Q1 		$192K Buy
+22,982
New +$192K 0.01% 614

Other funds holding HLN

P
Pfizer New York $239M AUM 232.47% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Aristotle Capital Management
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

Diversify Advisory Services's HLN Position: Q4 2024 in Review

Diversify Advisory Services sold out of Haleon (HLN) in Q4 2024, closing a stake of 14,121 shares — an estimated $140K sold.

Diversify Advisory Services first reported a position in HLN in Q1 2024 and held it in 3 quarters. The position peaked at $192K in Q1 2024. 609 funds tracked by Wall St. Rank hold HLN as of Q4 2024.

  • Diversify Advisory Services reported no remaining Haleon position as of Q4 2024 after selling out during the quarter.
  • Diversify Advisory Services sold 14,121 Haleon shares in Q4 2024, an estimated $140K.
  • Diversify Advisory Services first reported a position in Haleon in Q1 2024 and held it in 3 quarters.
  • Diversify Advisory Services's Haleon position peaked at $192K in Q1 2024.
  • 609 funds tracked by Wall St. Rank held Haleon as of Q4 2024.

Based on Diversify Advisory Services's 13F filing for Q4 2024, filed 16 Jan 2025.