Gradient Investments’s Haleon HLN Stock Holding History

Gradient Investments’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	-494	Closed	-$4.07K	–	1496
2023 Q4	$4.07K	Sell	494 -186	-27%	-$1.53K	﹤0.01%	1044
2023 Q3	$5.66K	Sell	680 -63	-8%	-$525	﹤0.01%	929
2023 Q2	$6.23K	Buy	743 +376	+102%	+$3.21K	﹤0.01%	910
2023 Q1	$2.99K	Sell	367 -41	-10%	-$327	﹤0.01%	1050
2022 Q4	$3.27K	Sell	408 -166	-29%	-$1.13K	﹤0.01%	1008
2022 Q3	$3K	Buy	+574	New	+$3.71K	﹤0.01%	1058

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Gradient Investments's HLN Position: Q1 2024 in Review

Gradient Investments sold out of Haleon (HLN) in Q1 2024, closing a stake of 494 shares — an estimated $4.07K sold.

Gradient Investments first reported a position in HLN in Q3 2022 and held it in 6 quarters. The position peaked at $6.23K in Q2 2023. 599 funds tracked by Wall St. Rank hold HLN as of Q1 2024.

Gradient Investments reported no remaining Haleon position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 494 Haleon shares in Q1 2024, an estimated $4.07K.
Gradient Investments first reported a position in Haleon in Q3 2022 and held it in 6 quarters.
Gradient Investments's Haleon position peaked at $6.23K in Q2 2023.
599 funds tracked by Wall St. Rank held Haleon as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.