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Guardian Wealth Management (Illinois)’s Haleon HLN Stock Holding History

Guardian Wealth Management (Illinois)’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 		– Sell
-134
Closed -$1.11K – 242
2024
Q2 		$1.11K Hold
134
– – ﹤0.01% 229
2024
Q1 		$1.14K Sell
134
-55
-29% -$460 ﹤0.01% 220
2023
Q4 		$1.55K Sell
189
-395
-68% -$3.26K ﹤0.01% 224
2023
Q3 		$4.87K Sell
584
-91
-13% -$758 ﹤0.01% 184
2023
Q2 		$5.66K Hold
675
– – 0.01% 178
2023
Q1 		$5.5K Hold
675
– – 0.01% 183
2022
Q4 		$5.4K Sell
675
-96
-12% -$653 0.01% 194
2022
Q3 		$5K Buy
+771
New +$4.99K 0.01% 186

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
SC
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s HLN Position: Q3 2024 in Review

Guardian Wealth Management (Illinois) sold out of Haleon (HLN) in Q3 2024, closing a stake of 134 shares — an estimated $1.11K sold.

Guardian Wealth Management (Illinois) first reported a position in HLN in Q3 2022 and held it in 8 quarters. The position peaked at $5.66K in Q2 2023. 587 funds tracked by Wall St. Rank hold HLN as of Q3 2024.

  • Guardian Wealth Management (Illinois) reported no remaining Haleon position as of Q3 2024 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 134 Haleon shares in Q3 2024, an estimated $1.11K.
  • Guardian Wealth Management (Illinois) first reported a position in Haleon in Q3 2022 and held it in 8 quarters.
  • Guardian Wealth Management (Illinois)'s Haleon position peaked at $5.66K in Q2 2023.
  • 587 funds tracked by Wall St. Rank held Haleon as of Q3 2024.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q3 2024, filed 15 Nov 2024.