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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 $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 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 $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FDx Advisors's HLN Position: Q2 2024 in Review

FDx Advisors sold out of Haleon (HLN) in Q2 2024, closing a stake of 43,832 shares — an estimated $372K sold.

FDx Advisors first reported a position in HLN in Q3 2022 and held it in 7 quarters. The position peaked at $625K in Q2 2023. 581 funds tracked by Wall St. Rank hold HLN as of Q2 2024.

  • FDx Advisors reported no remaining Haleon position as of Q2 2024 after selling out during the quarter.
  • FDx Advisors sold 43,832 Haleon shares in Q2 2024, an estimated $372K.
  • FDx Advisors first reported a position in Haleon in Q3 2022 and held it in 7 quarters.
  • FDx Advisors's Haleon position peaked at $625K in Q2 2023.
  • 581 funds tracked by Wall St. Rank held Haleon as of Q2 2024.

Based on FDx Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.