Hobbs Group Advisors’s Haleon HLN Stock Holding History

Hobbs Group Advisors’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 Q4	–	Sell	-200	Closed	-$2.12K	–	350
2024 Q3	$2.12K	Hold	200	–	–	﹤0.01%	571
2024 Q2	$1.65K	Buy	+200	New	+$1.67K	﹤0.01%	546
2023 Q4	$1.65K	Buy	+200	New	+$1.65K	﹤0.01%	469

Other funds holding HLN

Pfizer New York $239M AUM 232.47% 1-Year Est. Return

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 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

Hobbs Group Advisors's HLN Position: Q4 2024 in Review

Hobbs Group Advisors sold out of Haleon (HLN) in Q4 2024, closing a stake of 200 shares — an estimated $2.12K sold.

Hobbs Group Advisors first reported a position in HLN in Q4 2023 and held it in 3 quarters. The position peaked at $2.12K in Q3 2024. 609 funds tracked by Wall St. Rank hold HLN as of Q4 2024.

Hobbs Group Advisors reported no remaining Haleon position as of Q4 2024 after selling out during the quarter.
Hobbs Group Advisors sold 200 Haleon shares in Q4 2024, an estimated $2.12K.
Hobbs Group Advisors first reported a position in Haleon in Q4 2023 and held it in 3 quarters.
Hobbs Group Advisors's Haleon position peaked at $2.12K in Q3 2024.
609 funds tracked by Wall St. Rank held Haleon as of Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.