FinTrust Capital Advisors’s Haleon HLN Stock Holding History

FinTrust Capital 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 Q3	$38.4K	Buy	3,633 +107	+3%	+$1.03K	0.01%	654
2024 Q2	$29.1K	Buy	3,526 +250	+8%	+$2.09K	0.01%	678
2024 Q1	$27.8K	Sell	3,276 -916	-22%	-$7.66K	0.01%	674
2023 Q4	$34.5K	Sell	4,192 -1,365	-25%	-$11.3K	0.01%	583
2023 Q3	$46.3K	Buy	5,557 +2,688	+94%	+$22.4K	0.01%	471
2023 Q2	$23K	Hold	2,869	–	–	0.01%	617
2023 Q1	$23K	Hold	2,869	–	–	0.01%	615
2022 Q4	$23K	Sell	2,869 -40	-1%	-$272	0.01%	614
2022 Q3	$18K	Buy	+2,909	New	+$18.8K	﹤0.01%	733

Other funds holding HLN

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FinTrust Capital Advisors's HLN Position: Q3 2024 in Review

FinTrust Capital Advisors increased its Haleon (HLN) stake by 3% in Q3 2024, buying an estimated $1.03K and bringing the position to 3,633 shares worth $38.4K. The position accounts for 0.01% of the portfolio, ranked #654.

FinTrust Capital Advisors first reported a position in HLN in Q3 2022 and has held it in 9 quarters since. The position peaked at $46.3K in Q3 2023. 587 funds tracked by Wall St. Rank hold HLN as of Q3 2024.

FinTrust Capital Advisors held 3,633 shares of Haleon worth $38.4K as of Q3 2024.
FinTrust Capital Advisors bought 107 Haleon shares in Q3 2024, an estimated $1.03K.
Haleon made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #654 holding.
FinTrust Capital Advisors first reported a position in Haleon in Q3 2022 and has held it in 9 quarters since.
FinTrust Capital Advisors's Haleon position peaked at $46.3K in Q3 2023.
587 funds tracked by Wall St. Rank held Haleon as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.