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Legend Financial Advisors’s Haleon HLN Stock Holding History

Legend Financial Advisors’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
Q1 		– Sell
-245
Closed -$1.96K – 239
2022
Q4 		$1.96K Hold
245
– – ﹤0.01% 219
2022
Q3 		$1.49K Buy
+245
New +$1.59K ﹤0.01% 213

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BCPEMI
Bain Capital Public Equity Management II Boston, Massachusetts $62.1M AUM 25.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Harding Loevner
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Legend Financial Advisors's HLN Position: Q1 2023 in Review

Legend Financial Advisors sold out of Haleon (HLN) in Q1 2023, closing a stake of 245 shares — an estimated $1.96K sold.

Legend Financial Advisors first reported a position in HLN in Q3 2022 and held it in 2 quarters. The position peaked at $1.96K in Q4 2022. 576 funds tracked by Wall St. Rank hold HLN as of Q1 2023.

  • Legend Financial Advisors reported no remaining Haleon position as of Q1 2023 after selling out during the quarter.
  • Legend Financial Advisors sold 245 Haleon shares in Q1 2023, an estimated $1.96K.
  • Legend Financial Advisors first reported a position in Haleon in Q3 2022 and held it in 2 quarters.
  • Legend Financial Advisors's Haleon position peaked at $1.96K in Q4 2022.
  • 576 funds tracked by Wall St. Rank held Haleon as of Q1 2023.

Based on Legend Financial Advisors's 13F filing for Q1 2023, filed 26 Apr 2023.