LJHT
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Laurie J. Hall Trustee’s Haleon HLN Stock Holding History

Laurie J. Hall Trustee’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
2023
Q3 		– Sell
-250
Closed -$2K – 267
2023
Q2 		$2K Hold
250
– – ﹤0.01% 255
2023
Q1 		$2K Hold
250
– – ﹤0.01% 249
2022
Q4 		$2K Sell
250
-1,528
-86% -$10.4K ﹤0.01% 283
2022
Q3 		$11K Buy
+1,778
New +$11.5K 0.01% 243

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BCPEMI
Bain Capital Public Equity Management II Boston, Massachusetts $62.1M AUM 25.46% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Laurie J. Hall Trustee's HLN Position: Q3 2023 in Review

Laurie J. Hall Trustee sold out of Haleon (HLN) in Q3 2023, closing a stake of 250 shares — an estimated $2K sold.

Laurie J. Hall Trustee first reported a position in HLN in Q3 2022 and held it in 4 quarters. The position peaked at $11K in Q3 2022. 568 funds tracked by Wall St. Rank hold HLN as of Q3 2023.

  • Laurie J. Hall Trustee reported no remaining Haleon position as of Q3 2023 after selling out during the quarter.
  • Laurie J. Hall Trustee sold 250 Haleon shares in Q3 2023, an estimated $2K.
  • Laurie J. Hall Trustee first reported a position in Haleon in Q3 2022 and held it in 4 quarters.
  • Laurie J. Hall Trustee's Haleon position peaked at $11K in Q3 2022.
  • 568 funds tracked by Wall St. Rank held Haleon as of Q3 2023.

Based on Laurie J. Hall Trustee's 13F filing for Q3 2023, filed 12 Oct 2023.