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LRI Investments’s Halozyme HALO Stock Holding History

LRI Investments’s Portfolio HALO Stock Details HALO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.71K Hold
42
– – ﹤0.01% 1221
2025
Q4 		$2.83K Hold
42
– – ﹤0.01% 1150
2025
Q3 		$3.08K Hold
42
– – ﹤0.01% 1137
2025
Q2 		$2.19K Hold
42
– – ﹤0.01% 1158
2025
Q1 		$2.68K Hold
42
– – ﹤0.01% 1065
2024
Q4 		$2.01K Hold
42
– – ﹤0.01% 1076
2024
Q3 		$2.27K Hold
42
– – ﹤0.01% 1064
2024
Q2 		$2.2K Hold
42
– – ﹤0.01% 1045
2024
Q1 		$1.71K Buy
+42
New +$1.57K ﹤0.01% 759

Other funds holding HALO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return