LF
HALO icon

Lee Financial’s Halozyme HALO Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-320
Closed -$11.8K – 443
2023
Q4 		$11.8K Hold
320
– – ﹤0.01% 399
2023
Q3 		$12.2K Hold
320
– – ﹤0.01% 383
2023
Q2 		$11.5K Hold
320
– – ﹤0.01% 388
2023
Q1 		$12.2K Buy
320
+70
+28% +$3.28K ﹤0.01% 382
2022
Q4 		$14.2K Buy
250
+60
+32% +$3.07K ﹤0.01% 403
2022
Q3 		$8K Buy
+190
New +$8.4K ﹤0.01% 474
2022
Q1 		– Sell
-43
Closed -$2K – 847
2021
Q4 		$2K Buy
+43
New +$1.6K ﹤0.01% 743

Other funds holding HALO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Lee Financial's HALO Position: Q1 2024 in Review

Lee Financial sold out of Halozyme (HALO) in Q1 2024, closing a stake of 320 shares — an estimated $11.8K sold.

Lee Financial first reported a position in HALO in Q4 2021 and held it in 7 quarters. The position peaked at $14.2K in Q4 2022. 414 funds tracked by Wall St. Rank hold HALO as of Q1 2024.

  • Lee Financial reported no remaining Halozyme position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 320 Halozyme shares in Q1 2024, an estimated $11.8K.
  • Lee Financial first reported a position in Halozyme in Q4 2021 and held it in 7 quarters.
  • Lee Financial's Halozyme position peaked at $14.2K in Q4 2022.
  • 414 funds tracked by Wall St. Rank held Halozyme as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.