JF
HLN icon

Jump Financial’s Haleon HLN Stock Holding History

Jump 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
-14,576
Closed -$124K – 1995
2024
Q1 		$124K Buy
+14,576
New +$122K ﹤0.01% 1764
2023
Q4 		– Sell
-19,593
Closed -$163K – 1968
2023
Q3 		$163K Buy
+19,593
New +$163K 0.01% 1591
2023
Q2 		– Sell
-21,837
Closed -$178K – 1947
2023
Q1 		$178K Buy
+21,837
New +$174K 0.01% 1342

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jump Financial's HLN Position: Q2 2024 in Review

Jump Financial sold out of Haleon (HLN) in Q2 2024, closing a stake of 14,576 shares — an estimated $124K sold.

Jump Financial first reported a position in HLN in Q1 2023 and held it in 3 quarters. The position peaked at $178K in Q1 2023. 582 funds tracked by Wall St. Rank hold HLN as of Q2 2024.

  • Jump Financial reported no remaining Haleon position as of Q2 2024 after selling out during the quarter.
  • Jump Financial sold 14,576 Haleon shares in Q2 2024, an estimated $124K.
  • Jump Financial first reported a position in Haleon in Q1 2023 and held it in 3 quarters.
  • Jump Financial's Haleon position peaked at $178K in Q1 2023.
  • 582 funds tracked by Wall St. Rank held Haleon as of Q2 2024.

Based on Jump Financial's 13F filing for Q2 2024, filed 14 Aug 2024.