Lloyd Advisory Services’s Haleon HLN Stock Holding History

Lloyd Advisory Services’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 Q4	–	Sell	-10,947	Closed	-$91.2K	–	229
2023 Q3	$91.2K	Buy	+10,947	New	+$91.2K	0.03%	252

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Lloyd Advisory Services's HLN Position: Q4 2023 in Review

Lloyd Advisory Services sold out of Haleon (HLN) in Q4 2023, closing a stake of 10,947 shares — an estimated $91.2K sold.

Lloyd Advisory Services first reported a position in HLN in Q3 2023 and held it in 1 quarter. The position peaked at $91.2K in Q3 2023. 590 funds tracked by Wall St. Rank hold HLN as of Q4 2023.

Lloyd Advisory Services reported no remaining Haleon position as of Q4 2023 after selling out during the quarter.
Lloyd Advisory Services sold 10,947 Haleon shares in Q4 2023, an estimated $91.2K.
Lloyd Advisory Services first reported a position in Haleon in Q3 2023 and held it in 1 quarter.
Lloyd Advisory Services's Haleon position peaked at $91.2K in Q3 2023.
590 funds tracked by Wall St. Rank held Haleon as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.