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Maryland Capital Advisors’s Haleon HLN Stock Holding History

Maryland Capital 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
-400
Closed -$3.29K – 229
2023
Q4 		$3.29K Hold
400
– – ﹤0.01% 197
2023
Q3 		$3.33K Hold
400
– – ﹤0.01% 198
2023
Q2 		$3.35K Hold
400
– – ﹤0.01% 207
2023
Q1 		$3.26K Hold
400
– – ﹤0.01% 206
2022
Q4 		$3.2K Hold
400
– – ﹤0.01% 201
2022
Q3 		$2K Buy
+400
New +$2.59K ﹤0.01% 224

Other funds holding HLN

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Maryland Capital Advisors's HLN Position: Q1 2024 in Review

Maryland Capital Advisors sold out of Haleon (HLN) in Q1 2024, closing a stake of 400 shares — an estimated $3.29K sold.

Maryland Capital Advisors first reported a position in HLN in Q3 2022 and held it in 6 quarters. The position peaked at $3.35K in Q2 2023. 599 funds tracked by Wall St. Rank hold HLN as of Q1 2024.

  • Maryland Capital Advisors reported no remaining Haleon position as of Q1 2024 after selling out during the quarter.
  • Maryland Capital Advisors sold 400 Haleon shares in Q1 2024, an estimated $3.29K.
  • Maryland Capital Advisors first reported a position in Haleon in Q3 2022 and held it in 6 quarters.
  • Maryland Capital Advisors's Haleon position peaked at $3.35K in Q2 2023.
  • 599 funds tracked by Wall St. Rank held Haleon as of Q1 2024.

Based on Maryland Capital Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.