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Integrated Advisors Network’s Haleon HLN Stock Holding History

Integrated Advisors Network’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 		– Sell
-13,178
Closed -$112K – 714
2024
Q1 		$112K Buy
13,178
+3,145
+31% +$26.3K 0.01% 693
2023
Q4 		$82.6K Sell
10,033
-861
-8% -$7.1K ﹤0.01% 652
2023
Q3 		$90.7K Buy
10,894
+255
+2% +$2.12K 0.01% 641
2023
Q2 		$89.2K Sell
10,639
-2,019
-16% -$17.2K 0.01% 644
2023
Q1 		$103K Buy
12,658
+2,104
+20% +$16.8K 0.01% 644
2022
Q4 		$84.4K Buy
+10,554
New +$71.8K 0.01% 611

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

Integrated Advisors Network's HLN Position: Q2 2024 in Review

Integrated Advisors Network sold out of Haleon (HLN) in Q2 2024, closing a stake of 13,178 shares — an estimated $112K sold.

Integrated Advisors Network first reported a position in HLN in Q4 2022 and held it in 6 quarters. The position peaked at $112K in Q1 2024. 579 funds tracked by Wall St. Rank hold HLN as of Q2 2024.

  • Integrated Advisors Network reported no remaining Haleon position as of Q2 2024 after selling out during the quarter.
  • Integrated Advisors Network sold 13,178 Haleon shares in Q2 2024, an estimated $112K.
  • Integrated Advisors Network first reported a position in Haleon in Q4 2022 and held it in 6 quarters.
  • Integrated Advisors Network's Haleon position peaked at $112K in Q1 2024.
  • 579 funds tracked by Wall St. Rank held Haleon as of Q2 2024.

Based on Integrated Advisors Network's 13F filing for Q2 2024, filed 9 Aug 2024.