LIP
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Liontrust Investment Partners’s Haleon HLN Stock Holding History

Liontrust Investment Partners’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
-3,606
Closed -$29.8K – 232
2024
Q3 		$29.8K Hold
3,606
– – ﹤0.01% 216
2024
Q2 		$29.8K Sell
3,606
-2,827
-44% -$23.6K ﹤0.01% 216
2024
Q1 		$54.6K Sell
6,433
-17,226
-73% -$144K ﹤0.01% 190
2023
Q4 		$195K Sell
23,659
-16,036
-40% -$132K ﹤0.01% 185
2023
Q3 		$331K Sell
39,695
-437,675
-92% -$3.64M 0.01% 180
2023
Q2 		$4M Sell
477,370
-1,658,698
-78% -$14.2M 0.06% 149
2023
Q1 		$17.4M Buy
+2,136,068
New +$17M 0.25% 70

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

Liontrust Investment Partners's HLN Position: Q4 2024 in Review

Liontrust Investment Partners sold out of Haleon (HLN) in Q4 2024, closing a stake of 3,606 shares — an estimated $29.8K sold.

Liontrust Investment Partners first reported a position in HLN in Q1 2023 and held it in 7 quarters. The position peaked at $17.4M in Q1 2023. 610 funds tracked by Wall St. Rank hold HLN as of Q4 2024.

  • Liontrust Investment Partners reported no remaining Haleon position as of Q4 2024 after selling out during the quarter.
  • Liontrust Investment Partners sold 3,606 Haleon shares in Q4 2024, an estimated $29.8K.
  • Liontrust Investment Partners first reported a position in Haleon in Q1 2023 and held it in 7 quarters.
  • Liontrust Investment Partners's Haleon position peaked at $17.4M in Q1 2023.
  • 610 funds tracked by Wall St. Rank held Haleon as of Q4 2024.

Based on Liontrust Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.