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Financial Gravity Asset Management’s Haleon HLN Stock Holding History

Financial Gravity Asset Management’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
-340
Closed -$2.89K – 1590
2024
Q1 		$2.89K Sell
340
-9
-3% -$75 ﹤0.01% 651
2023
Q4 		$2.88K Buy
+349
New +$2.88K ﹤0.01% 679

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

Financial Gravity Asset Management's HLN Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Haleon (HLN) in Q2 2024, closing a stake of 340 shares — an estimated $2.89K sold.

Financial Gravity Asset Management first reported a position in HLN in Q4 2023 and held it in 2 quarters. The position peaked at $2.89K in Q1 2024. 581 funds tracked by Wall St. Rank hold HLN as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Haleon position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 340 Haleon shares in Q2 2024, an estimated $2.89K.
  • Financial Gravity Asset Management first reported a position in Haleon in Q4 2023 and held it in 2 quarters.
  • Financial Gravity Asset Management's Haleon position peaked at $2.89K in Q1 2024.
  • 581 funds tracked by Wall St. Rank held Haleon as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.