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Investors Asset Management of Georgia’s Haleon HLN Stock Holding History

Investors Asset Management of Georgia’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
2022
Q4 		– Sell
-85
Closed -$1K – 327
2022
Q3 		$1K Buy
+85
New +$550 ﹤0.01% 600

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BCPEMI
Bain Capital Public Equity Management II Boston, Massachusetts $62.1M AUM 25.46% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Investors Asset Management of Georgia's HLN Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Haleon (HLN) in Q4 2022, closing a stake of 85 shares — an estimated $1K sold.

Investors Asset Management of Georgia first reported a position in HLN in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 586 funds tracked by Wall St. Rank hold HLN as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining Haleon position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 85 Haleon shares in Q4 2022, an estimated $1K.
  • Investors Asset Management of Georgia first reported a position in Haleon in Q3 2022 and held it in 1 quarter.
  • Investors Asset Management of Georgia's Haleon position peaked at $1K in Q3 2022.
  • 586 funds tracked by Wall St. Rank held Haleon as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.