IF
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Ironwood Financial’s Haleon HLN Stock Holding History

Ironwood Financial’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
-11,505
Closed -$97.7K – 151
2024
Q1 		$97.7K Hold
11,505
– – 0.02% 148
2023
Q4 		$94.7K Hold
11,505
– – 0.02% 144
2023
Q3 		$95.8K Hold
11,505
– – 0.03% 140
2023
Q2 		$96.4K Hold
11,505
– – 0.03% 137
2023
Q1 		$93.7K Hold
11,505
– – 0.03% 138
2022
Q4 		$92K Hold
11,505
– – 0.03% 136
2022
Q3 		$70K Buy
+11,505
New +$74.5K 0.02% 114

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

Ironwood Financial's HLN Position: Q2 2024 in Review

Ironwood Financial sold out of Haleon (HLN) in Q2 2024, closing a stake of 11,505 shares — an estimated $97.7K sold.

Ironwood Financial first reported a position in HLN in Q3 2022 and held it in 7 quarters. The position peaked at $97.7K in Q1 2024. 579 funds tracked by Wall St. Rank hold HLN as of Q2 2024.

  • Ironwood Financial reported no remaining Haleon position as of Q2 2024 after selling out during the quarter.
  • Ironwood Financial sold 11,505 Haleon shares in Q2 2024, an estimated $97.7K.
  • Ironwood Financial first reported a position in Haleon in Q3 2022 and held it in 7 quarters.
  • Ironwood Financial's Haleon position peaked at $97.7K in Q1 2024.
  • 579 funds tracked by Wall St. Rank held Haleon as of Q2 2024.

Based on Ironwood Financial's 13F filing for Q2 2024, filed 19 Jul 2024.