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Investment Research & Advisory Group’s Haleon HLN Stock Holding History

Investment Research & Advisory Group’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
Q1 		– Sell
-600
Closed -$4.8K – 204
2022
Q4 		$4.8K Hold
600
– – ﹤0.01% 160
2022
Q3 		$4K Buy
+600
New +$3.88K ﹤0.01% 164

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BCPEMI
Bain Capital Public Equity Management II Boston, Massachusetts $62.1M AUM 25.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Investment Research & Advisory Group's HLN Position: Q1 2023 in Review

Investment Research & Advisory Group sold out of Haleon (HLN) in Q1 2023, closing a stake of 600 shares — an estimated $4.8K sold.

Investment Research & Advisory Group first reported a position in HLN in Q3 2022 and held it in 2 quarters. The position peaked at $4.8K in Q4 2022. 576 funds tracked by Wall St. Rank hold HLN as of Q1 2023.

  • Investment Research & Advisory Group reported no remaining Haleon position as of Q1 2023 after selling out during the quarter.
  • Investment Research & Advisory Group sold 600 Haleon shares in Q1 2023, an estimated $4.8K.
  • Investment Research & Advisory Group first reported a position in Haleon in Q3 2022 and held it in 2 quarters.
  • Investment Research & Advisory Group's Haleon position peaked at $4.8K in Q4 2022.
  • 576 funds tracked by Wall St. Rank held Haleon as of Q1 2023.

Based on Investment Research & Advisory Group's 13F filing for Q1 2023, filed 19 Apr 2023.