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Institutional & Family Asset Management’s Haleon HLN Stock Holding History

Institutional & Family Asset 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
Q2 		$22.9K Buy
2,777
+296
+12% +$2.47K ﹤0.01% 327
2024
Q1 		$21.1K Buy
2,481
+556
+29% +$4.65K ﹤0.01% 324
2023
Q4 		$15.8K Buy
1,925
+47
+3% +$387 ﹤0.01% 335
2023
Q3 		$15.6K Hold
1,878
– – ﹤0.01% 330
2023
Q2 		$15.7K Sell
1,878
-17
-0.9% -$145 ﹤0.01% 336
2023
Q1 		$15.4K Buy
1,895
+65
+4% +$518 ﹤0.01% 336
2022
Q4 		$14.6K Buy
1,830
+549
+43% +$3.74K ﹤0.01% 336
2022
Q3 		$8K Buy
+1,281
New +$8.29K ﹤0.01% 409

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Institutional & Family Asset Management's HLN Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Haleon (HLN) stake by 12% in Q2 2024, buying an estimated $2.47K and bringing the position to 2,777 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Institutional & Family Asset Management first reported a position in HLN in Q3 2022 and has held it in 8 quarters since. 580 funds tracked by Wall St. Rank hold HLN as of Q2 2024.

  • Institutional & Family Asset Management held 2,777 shares of Haleon worth $22.9K as of Q2 2024.
  • Institutional & Family Asset Management bought 296 Haleon shares in Q2 2024, an estimated $2.47K.
  • Haleon made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #327 holding.
  • Institutional & Family Asset Management first reported a position in Haleon in Q3 2022 and has held it in 8 quarters since.
  • 580 funds tracked by Wall St. Rank held Haleon as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.