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Impact Partnership Wealth’s Haleon HLN Stock Holding History

Impact Partnership Wealth’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
2023
Q4 		– Sell
-300
Closed -$2.5K – 952
2023
Q3 		$2.5K Buy
300
+174
+138% +$1.45K ﹤0.01% 792
2023
Q2 		$1.06K Buy
+126
New +$1.07K ﹤0.01% 786

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Impact Partnership Wealth's HLN Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Haleon (HLN) in Q4 2023, closing a stake of 300 shares — an estimated $2.5K sold.

Impact Partnership Wealth first reported a position in HLN in Q2 2023 and held it in 2 quarters. The position peaked at $2.5K in Q3 2023. 590 funds tracked by Wall St. Rank hold HLN as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Haleon position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 300 Haleon shares in Q4 2023, an estimated $2.5K.
  • Impact Partnership Wealth first reported a position in Haleon in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's Haleon position peaked at $2.5K in Q3 2023.
  • 590 funds tracked by Wall St. Rank held Haleon as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.