LM Advisors’s Haleon HLN Stock Holding History

LM 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
2024 Q1	–	Sell	-6,814	Closed	-$56.1K	–	426
2023 Q4	$56.1K	Buy	+6,814	New	+$56.2K	0.01%	315

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

LM Advisors's HLN Position: Q1 2024 in Review

LM Advisors sold out of Haleon (HLN) in Q1 2024, closing a stake of 6,814 shares — an estimated $56.1K sold.

LM Advisors first reported a position in HLN in Q4 2023 and held it in 1 quarter. The position peaked at $56.1K in Q4 2023. 599 funds tracked by Wall St. Rank hold HLN as of Q1 2024.

LM Advisors reported no remaining Haleon position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 6,814 Haleon shares in Q1 2024, an estimated $56.1K.
LM Advisors first reported a position in Haleon in Q4 2023 and held it in 1 quarter.
LM Advisors's Haleon position peaked at $56.1K in Q4 2023.
599 funds tracked by Wall St. Rank held Haleon as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.