EGM
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Engineers Gate Manager’s Haleon HLN Stock Holding History

Engineers Gate Manager’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
-42,189
Closed -$446K – 2374
2024
Q3 		$446K Buy
+42,189
New +$408K 0.01% 1433
2022
Q4 		– Sell
-15,218
Closed -$93K – 1827
2022
Q3 		$93K Buy
+15,218
New +$98.5K 0.01% 1457

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

Engineers Gate Manager's HLN Position: Q4 2024 in Review

Engineers Gate Manager sold out of Haleon (HLN) in Q4 2024, closing a stake of 42,189 shares — an estimated $446K sold.

Engineers Gate Manager first reported a position in HLN in Q3 2022 and held it in 2 quarters. The position peaked at $446K in Q3 2024. 609 funds tracked by Wall St. Rank hold HLN as of Q4 2024.

  • Engineers Gate Manager reported no remaining Haleon position as of Q4 2024 after selling out during the quarter.
  • Engineers Gate Manager sold 42,189 Haleon shares in Q4 2024, an estimated $446K.
  • Engineers Gate Manager first reported a position in Haleon in Q3 2022 and held it in 2 quarters.
  • Engineers Gate Manager's Haleon position peaked at $446K in Q3 2024.
  • 609 funds tracked by Wall St. Rank held Haleon as of Q4 2024.

Based on Engineers Gate Manager's 13F filing for Q4 2024, filed 14 Feb 2025.