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 San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

DLA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GYL Financial Synergies's HLN Position: Q3 2024 in Review

GYL Financial Synergies reduced its Haleon (HLN) stake by 41% in Q3 2024, selling an estimated $168K and leaving 24,724 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #315.

GYL Financial Synergies first reported a position in HLN in Q3 2022 and has held it in 9 quarters since. The position peaked at $370K in Q2 2023. 588 funds tracked by Wall St. Rank hold HLN as of Q3 2024.

GYL Financial Synergies held 24,724 shares of Haleon worth $262K as of Q3 2024.
GYL Financial Synergies sold 17,398 Haleon shares in Q3 2024, an estimated $168K.
Haleon made up 0.02% of GYL Financial Synergies's portfolio in Q3 2024, its #315 holding.
GYL Financial Synergies first reported a position in Haleon in Q3 2022 and has held it in 9 quarters since.
GYL Financial Synergies's Haleon position peaked at $370K in Q2 2023.
588 funds tracked by Wall St. Rank held Haleon as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.