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Marathon Capital Management’s Halozyme HALO Stock Holding History

Marathon Capital Management’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
2021
Q4 		– Sell
-8,952
Closed -$365K – 188
2021
Q3 		$365K Buy
8,952
+883
+11% +$36.9K 0.08% 133
2021
Q2 		$366K Hold
8,069
– – 0.08% 116
2021
Q1 		$336K Buy
+8,069
New +$368K 0.09% 114

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State Street
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Marathon Capital Management's HALO Position: Q4 2021 in Review

Marathon Capital Management sold out of Halozyme (HALO) in Q4 2021, closing a stake of 8,952 shares — an estimated $365K sold.

Marathon Capital Management first reported a position in HALO in Q1 2021 and held it in 3 quarters. The position peaked at $366K in Q2 2021. 324 funds tracked by Wall St. Rank hold HALO as of Q4 2021.

  • Marathon Capital Management reported no remaining Halozyme position as of Q4 2021 after selling out during the quarter.
  • Marathon Capital Management sold 8,952 Halozyme shares in Q4 2021, an estimated $365K.
  • Marathon Capital Management first reported a position in Halozyme in Q1 2021 and held it in 3 quarters.
  • Marathon Capital Management's Halozyme position peaked at $366K in Q2 2021.
  • 324 funds tracked by Wall St. Rank held Halozyme as of Q4 2021.

Based on Marathon Capital Management's 13F filing for Q4 2021, filed 9 Feb 2022.