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Keudell/Morrison Wealth Management’s Haleon HLN Stock Holding History

Keudell/Morrison 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
-14,168
Closed -$150K – 229
2024
Q3 		$150K Sell
14,168
-1,755
-11% -$17K 0.04% 215
2024
Q2 		$132K Buy
15,923
+1,922
+14% +$16.1K 0.04% 202
2024
Q1 		$119K Buy
+14,001
New +$117K 0.04% 202

Other funds holding HLN

P
Pfizer New York $239M AUM 232.47% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Aristotle Capital Management
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

Keudell/Morrison Wealth Management's HLN Position: Q4 2024 in Review

Keudell/Morrison Wealth Management sold out of Haleon (HLN) in Q4 2024, closing a stake of 14,168 shares — an estimated $150K sold.

Keudell/Morrison Wealth Management first reported a position in HLN in Q1 2024 and held it in 3 quarters. The position peaked at $150K in Q3 2024. 609 funds tracked by Wall St. Rank hold HLN as of Q4 2024.

  • Keudell/Morrison Wealth Management reported no remaining Haleon position as of Q4 2024 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 14,168 Haleon shares in Q4 2024, an estimated $150K.
  • Keudell/Morrison Wealth Management first reported a position in Haleon in Q1 2024 and held it in 3 quarters.
  • Keudell/Morrison Wealth Management's Haleon position peaked at $150K in Q3 2024.
  • 609 funds tracked by Wall St. Rank held Haleon as of Q4 2024.

Based on Keudell/Morrison Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.