IRC
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Investors Research Corp’s Haleon HLN Stock Holding History

Investors Research Corp’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
Q3 		– Sell
-14,923
Closed -$123K – 1012
2024
Q2 		$123K Hold
14,923
– – 0.03% 380
2024
Q1 		$127K Sell
14,923
-625
-4% -$5.22K 0.03% 375
2023
Q4 		$128K Hold
15,548
– – 0.03% 394
2023
Q3 		$130K Hold
15,548
– – 0.03% 374
2023
Q2 		$130K Hold
15,548
– – 0.03% 371
2023
Q1 		$127K Sell
15,548
-250
-2% -$1.99K 0.03% 380
2022
Q4 		$126K Sell
15,798
-125
-0.8% -$851 0.03% 382
2022
Q3 		$97K Buy
+15,923
New +$103K 0.03% 400

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Investors Research Corp's HLN Position: Q3 2024 in Review

Investors Research Corp sold out of Haleon (HLN) in Q3 2024, closing a stake of 14,923 shares — an estimated $123K sold.

Investors Research Corp first reported a position in HLN in Q3 2022 and held it in 8 quarters. The position peaked at $130K in Q2 2023. 587 funds tracked by Wall St. Rank hold HLN as of Q3 2024.

  • Investors Research Corp reported no remaining Haleon position as of Q3 2024 after selling out during the quarter.
  • Investors Research Corp sold 14,923 Haleon shares in Q3 2024, an estimated $123K.
  • Investors Research Corp first reported a position in Haleon in Q3 2022 and held it in 8 quarters.
  • Investors Research Corp's Haleon position peaked at $130K in Q2 2023.
  • 587 funds tracked by Wall St. Rank held Haleon as of Q3 2024.

Based on Investors Research Corp's 13F filing for Q3 2024, filed 12 Nov 2024.