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Financial Management Professionals’s Haleon HLN Stock Holding History

Financial Management Professionals’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
Q1 		– Sell
-1,704
Closed -$14K – 1005
2023
Q4 		$14K Buy
1,704
+801
+89% +$6.6K ﹤0.01% 484
2023
Q3 		$8K Hold
903
– – ﹤0.01% 527
2023
Q2 		$8K Buy
903
+454
+101% +$3.87K ﹤0.01% 578
2023
Q1 		$4K Buy
+449
New +$3.58K ﹤0.01% 714
2022
Q4 		– Sell
-527
Closed -$3K – 987
2022
Q3 		$3K Buy
+527
New +$3.41K ﹤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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Financial Management Professionals's HLN Position: Q1 2024 in Review

Financial Management Professionals sold out of Haleon (HLN) in Q1 2024, closing a stake of 1,704 shares — an estimated $14K sold.

Financial Management Professionals first reported a position in HLN in Q3 2022 and held it in 5 quarters. The position peaked at $14K in Q4 2023. 601 funds tracked by Wall St. Rank hold HLN as of Q1 2024.

  • Financial Management Professionals reported no remaining Haleon position as of Q1 2024 after selling out during the quarter.
  • Financial Management Professionals sold 1,704 Haleon shares in Q1 2024, an estimated $14K.
  • Financial Management Professionals first reported a position in Haleon in Q3 2022 and held it in 5 quarters.
  • Financial Management Professionals's Haleon position peaked at $14K in Q4 2023.
  • 601 funds tracked by Wall St. Rank held Haleon as of Q1 2024.

Based on Financial Management Professionals's 13F filing for Q1 2024, filed 16 Apr 2024.