GFS
HLN icon

GYL Financial Synergies’s Haleon HLN Stock Holding History

GYL Financial Synergies’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 		$262K Sell
24,724
-17,398
-41% -$168K 0.02% 315
2024
Q2 		$348K Sell
42,122
-972
-2% -$8.12K 0.03% 277
2024
Q1 		$366K Sell
43,094
-493
-1% -$4.12K 0.03% 277
2023
Q4 		$359K Sell
43,587
-3
-0% -$25 0.03% 271
2023
Q3 		$363K Sell
43,590
-509
-1% -$4.24K 0.04% 262
2023
Q2 		$370K Buy
44,099
+18,179
+70% +$155K 0.03% 266
2023
Q1 		$211K Buy
25,920
+13,848
+115% +$110K 0.03% 269
2022
Q4 		$96.6K Buy
12,072
+290
+2% +$1.97K 0.02% 214
2022
Q3 		$72K Buy
+11,782
New +$76.3K 0.02% 188

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 $8.88B 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