Lee Financial’s Haleon HLN Stock Holding History

Lee 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 Q1	–	Sell	-528	Closed	-$4.35K	–	451
2023 Q4	$4.35K	Hold	528	–	–	﹤0.01%	574
2023 Q3	$4.4K	Buy	528 +77	+17%	+$641	﹤0.01%	544
2023 Q2	$3.78K	Sell	451 -116	-20%	-$990	﹤0.01%	549
2023 Q1	$4.62K	Buy	567 +116	+26%	+$925	﹤0.01%	540
2022 Q4	$3.61K	Hold	451	–	–	﹤0.01%	599
2022 Q3	$3K	Buy	+451	New	+$2.92K	﹤0.01%	621

Other funds holding HLN

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Lee Financial's HLN Position: Q1 2024 in Review

Lee Financial sold out of Haleon (HLN) in Q1 2024, closing a stake of 528 shares — an estimated $4.35K sold.

Lee Financial first reported a position in HLN in Q3 2022 and held it in 6 quarters. The position peaked at $4.62K in Q1 2023. 599 funds tracked by Wall St. Rank hold HLN as of Q1 2024.

Lee Financial reported no remaining Haleon position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 528 Haleon shares in Q1 2024, an estimated $4.35K.
Lee Financial first reported a position in Haleon in Q3 2022 and held it in 6 quarters.
Lee Financial's Haleon position peaked at $4.62K in Q1 2023.
599 funds tracked by Wall St. Rank held Haleon as of Q1 2024.

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