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Johnson Financial Group Inc (Wisconsin)’s Halozyme HALO Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio HALO Stock Details HALO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-90
Closed -$5.1K – 893
2024
Q4 		$5.1K Sell
90
-76
-46% -$3.9K ﹤0.01% 723
2024
Q3 		$9.5K Buy
166
+144
+655% +$8.26K ﹤0.01% 690
2024
Q2 		$1.15K Buy
+22
New +$965 ﹤0.01% 721
2024
Q1 		– Sell
-532
Closed -$19.7K – 867
2023
Q4 		$19.7K Buy
+532
New +$20K ﹤0.01% 557

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s HALO Position: Q1 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Halozyme (HALO) in Q1 2025, closing a stake of 90 shares — an estimated $5.1K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in HALO in Q4 2023 and held it in 4 quarters. The position peaked at $19.7K in Q4 2023. 550 funds tracked by Wall St. Rank hold HALO as of Q1 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Halozyme position as of Q1 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 90 Halozyme shares in Q1 2025, an estimated $5.1K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Halozyme in Q4 2023 and held it in 4 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Halozyme position peaked at $19.7K in Q4 2023.
  • 550 funds tracked by Wall St. Rank held Halozyme as of Q1 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2025, filed 15 May 2025.