Dynamic Advisor Solutions’s Haleon HLN Stock Holding History

Dynamic Advisor Solutions’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 Q3	–	Sell	-10,377	Closed	-$85.7K	–	953
2024 Q2	$85.7K	Buy	+10,377	New	+$86.7K	﹤0.01%	919
2023 Q3	–	Sell	-10,803	Closed	-$90.5K	–	859
2023 Q2	$90.5K	Buy	10,803 +674	+7%	+$5.75K	﹤0.01%	774
2023 Q1	$82.5K	Buy	+10,129	New	+$80.7K	﹤0.01%	729

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

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

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

DLA

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

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

Dynamic Advisor Solutions's HLN Position: Q3 2024 in Review

Dynamic Advisor Solutions sold out of Haleon (HLN) in Q3 2024, closing a stake of 10,377 shares — an estimated $85.7K sold.

Dynamic Advisor Solutions first reported a position in HLN in Q1 2023 and held it in 3 quarters. The position peaked at $90.5K in Q2 2023. 587 funds tracked by Wall St. Rank hold HLN as of Q3 2024.

Dynamic Advisor Solutions reported no remaining Haleon position as of Q3 2024 after selling out during the quarter.
Dynamic Advisor Solutions sold 10,377 Haleon shares in Q3 2024, an estimated $85.7K.
Dynamic Advisor Solutions first reported a position in Haleon in Q1 2023 and held it in 3 quarters.
Dynamic Advisor Solutions's Haleon position peaked at $90.5K in Q2 2023.
587 funds tracked by Wall St. Rank held Haleon as of Q3 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2024, filed 7 Oct 2024.