Jamison Private Wealth Management’s Haleon HLN Stock Holding History

Jamison Private Wealth Management’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 Q4	–	Sell	-523	Closed	-$5.53K	–	314
2024 Q3	$5.53K	Buy	+523	New	+$5.06K	﹤0.01%	374
2024 Q2	–	Sell	-135	Closed	-$1.15K	–	477
2024 Q1	$1.15K	Sell	135 -150	-53%	-$1.25K	﹤0.01%	419
2023 Q4	$2.35K	Hold	285	–	–	﹤0.01%	366
2023 Q3	$2.38K	Buy	+285	New	+$2.37K	﹤0.01%	360

Other funds holding HLN

Pfizer New York $239M AUM 232.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Jamison Private Wealth Management's HLN Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Haleon (HLN) in Q4 2024, closing a stake of 523 shares — an estimated $5.53K sold.

Jamison Private Wealth Management first reported a position in HLN in Q3 2023 and held it in 4 quarters. The position peaked at $5.53K in Q3 2024. 609 funds tracked by Wall St. Rank hold HLN as of Q4 2024.

Jamison Private Wealth Management reported no remaining Haleon position as of Q4 2024 after selling out during the quarter.
Jamison Private Wealth Management sold 523 Haleon shares in Q4 2024, an estimated $5.53K.
Jamison Private Wealth Management first reported a position in Haleon in Q3 2023 and held it in 4 quarters.
Jamison Private Wealth Management's Haleon position peaked at $5.53K in Q3 2024.
609 funds tracked by Wall St. Rank held Haleon as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.