HGERS
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Householder Group Estate & Retirement Specialist’s Haleon HLN Stock Holding History

Householder Group Estate & Retirement Specialist’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
-682
Closed -$7K – 810
2024
Q3 		$7K Buy
682
+2
+0.3% +$19 ﹤0.01% 881
2024
Q2 		$5K Buy
680
+5
+0.7% +$42 ﹤0.01% 932
2024
Q1 		$5.74K Hold
675
– – ﹤0.01% 915
2023
Q4 		$5K Buy
675
+1
+0.1% +$8 ﹤0.01% 888
2023
Q3 		$5.61K Buy
+674
New +$5.61K ﹤0.01% 914
2023
Q1 		$6K Buy
+776
New +$6.19K ﹤0.01% 914
2022
Q4 		– Sell
-1,287
Closed -$7K – 642
2022
Q3 		$7K Buy
+1,287
New +$8.33K ﹤0.01% 806

Other funds holding HLN

P
Pfizer New York $239M AUM 232.47% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.5% 1-Year Est. Return
Aristotle Capital Management
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

Householder Group Estate & Retirement Specialist's HLN Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Haleon (HLN) in Q4 2024, closing a stake of 682 shares — an estimated $7K sold.

Householder Group Estate & Retirement Specialist first reported a position in HLN in Q3 2022 and held it in 7 quarters. The position peaked at $7K in Q3 2024. 610 funds tracked by Wall St. Rank hold HLN as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Haleon position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 682 Haleon shares in Q4 2024, an estimated $7K.
  • Householder Group Estate & Retirement Specialist first reported a position in Haleon in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's Haleon position peaked at $7K in Q3 2024.
  • 610 funds tracked by Wall St. Rank held Haleon as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.