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HLN icon

FDx Advisors’s Haleon HLN Stock Holding History

FDx 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
Q2 		– Sell
-43,832
Closed -$372K – 268
2024
Q1 		$372K Sell
43,832
-3,620
-8% -$30.3K 0.06% 247
2023
Q4 		$391K Sell
47,452
-9,884
-17% -$81.5K 0.03% 459
2023
Q3 		$478K Sell
57,336
-17,207
-23% -$143K 0.04% 358
2023
Q2 		$625K Buy
74,543
+961
+1% +$8.2K 0.03% 396
2023
Q1 		$589K Hold
73,582
– – 0.03% 391
2022
Q4 		$589K Buy
73,582
+444
+0.6% +$3.02K 0.03% 391
2022
Q3 		$445K Buy
+73,138
New +$473K 0.02% 432

Other funds holding HLN

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
SC
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return