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HALO icon

Inspire Investing’s Halozyme HALO Stock Holding History

Inspire Investing’s Portfolio HALO Stock Details HALO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,370
Closed -$383K – 827
2023
Q4 		$383K Buy
10,370
+2,366
+30% +$89.1K 0.04% 619
2023
Q3 		$306K Sell
8,004
-655
-8% -$26.8K 0.04% 691
2023
Q2 		$312K Buy
8,659
+1,546
+22% +$52.7K 0.04% 738
2023
Q1 		$272K Buy
7,113
+2,982
+72% +$140K 0.03% 715
2022
Q4 		$235K Sell
4,131
-1,070
-21% -$54.8K 0.03% 628
2022
Q3 		$206K Buy
5,201
+460
+10% +$20.3K 0.03% 623
2022
Q2 		$209K Sell
4,741
-1,176
-20% -$50.9K 0.03% 755
2022
Q1 		$236K Sell
5,917
-189
-3% -$6.73K 0.03% 497
2021
Q4 		$246K Buy
6,106
+298
+5% +$11.1K 0.03% 701
2021
Q3 		$236K Buy
+5,808
New +$243K 0.03% 462
2021
Q1 		– Sell
-16,538
Closed -$706K – 662
2020
Q4 		$706K Buy
+16,538
New +$594K 0.16% 121
2020
Q3 		– Sell
-9,796
Closed -$263K – 486
2020
Q2 		$263K Sell
9,796
-3,761
-28% -$84.8K 0.09% 259
2020
Q1 		$244K Buy
+13,557
New +$257K 0.1% 289
2019
Q4 		– Sell
-11,502
Closed -$178K – 362
2019
Q3 		$178K Buy
11,502
+1,337
+13% +$22K 0.07% 348
2019
Q2 		$175K Buy
+10,165
New +$164K 0.07% 282
2018
Q1 		– Sell
-2,890
Closed -$59K – 402
2017
Q4 		$59K Buy
+2,890
New +$53.1K 0.05% 346

Other funds holding HALO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Inspire Investing's HALO Position: Q1 2024 in Review

Inspire Investing sold out of Halozyme (HALO) in Q1 2024, closing a stake of 10,370 shares — an estimated $383K sold.

Inspire Investing first reported a position in HALO in Q4 2017 and held it in 16 quarters. The position peaked at $706K in Q4 2020. 414 funds tracked by Wall St. Rank hold HALO as of Q1 2024.

  • Inspire Investing reported no remaining Halozyme position as of Q1 2024 after selling out during the quarter.
  • Inspire Investing sold 10,370 Halozyme shares in Q1 2024, an estimated $383K.
  • Inspire Investing first reported a position in Halozyme in Q4 2017 and held it in 16 quarters.
  • Inspire Investing's Halozyme position peaked at $706K in Q4 2020.
  • 414 funds tracked by Wall St. Rank held Halozyme as of Q1 2024.

Based on Inspire Investing's 13F filing for Q1 2024, filed 7 May 2024.