HPM
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Hoxton Planning & Management’s Haleon HLN Stock Holding History

Hoxton Planning & Management’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 		– Sell
-14,450
Closed -$119K – 203
2024
Q2 		$119K Hold
14,450
– – 0.06% 156
2024
Q1 		$123K Buy
14,450
+4,092
+40% +$34.2K 0.06% 161
2023
Q4 		$85K Buy
+10,358
New +$85.4K 0.05% 146

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 $9.61B 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

Hoxton Planning & Management's HLN Position: Q3 2024 in Review

Hoxton Planning & Management sold out of Haleon (HLN) in Q3 2024, closing a stake of 14,450 shares — an estimated $119K sold.

Hoxton Planning & Management first reported a position in HLN in Q4 2023 and held it in 3 quarters. The position peaked at $123K in Q1 2024. 587 funds tracked by Wall St. Rank hold HLN as of Q3 2024.

  • Hoxton Planning & Management reported no remaining Haleon position as of Q3 2024 after selling out during the quarter.
  • Hoxton Planning & Management sold 14,450 Haleon shares in Q3 2024, an estimated $119K.
  • Hoxton Planning & Management first reported a position in Haleon in Q4 2023 and held it in 3 quarters.
  • Hoxton Planning & Management's Haleon position peaked at $123K in Q1 2024.
  • 587 funds tracked by Wall St. Rank held Haleon as of Q3 2024.

Based on Hoxton Planning & Management's 13F filing for Q3 2024, filed 8 Oct 2024.