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Hancock Whitney’s Haleon HLN Stock Holding History

Hancock Whitney’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
2026
Q1 		$125K Buy
13,405
+1,091
+9% +$11.4K ﹤0.01% 745
2025
Q4 		$124K Buy
12,314
+67
+0.5% +$637 ﹤0.01% 762
2025
Q3 		$110K Buy
12,247
+83
+0.7% +$799 ﹤0.01% 762
2025
Q2 		$126K Buy
12,164
+544
+5% +$5.74K ﹤0.01% 744
2025
Q1 		$120K Buy
+11,620
New +$114K ﹤0.01% 640
2024
Q4 		– Sell
-11,240
Closed -$119K – 655
2024
Q3 		$119K Buy
11,240
+256
+2% +$2.48K ﹤0.01% 615
2024
Q2 		$90.7K Sell
10,984
-864
-7% -$7.22K ﹤0.01% 598
2024
Q1 		$101K Buy
11,848
+505
+4% +$4.22K ﹤0.01% 629
2023
Q4 		$93.4K Hold
11,343
– – ﹤0.01% 627
2023
Q3 		$94.5K Sell
11,343
-126
-1% -$1.05K ﹤0.01% 615
2023
Q2 		$96K Buy
+11,469
New +$97.9K ﹤0.01% 615

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return