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Mine & Arao Wealth Creation & Management’s Haleon HLN Stock Holding History

Mine & Arao Wealth Creation & Management’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
Q2 		– Sell
-807
Closed -$6.85K – 194
2024
Q1 		$6.85K Buy
807
+7
+0.9% +$59 ﹤0.01% 233
2023
Q4 		$6.58K Hold
800
– – ﹤0.01% 240
2023
Q3 		$6.66K Hold
800
– – ﹤0.01% 236
2023
Q2 		$6.7K Hold
800
– – ﹤0.01% 248
2023
Q1 		$6.51K Hold
800
– – ﹤0.01% 248
2022
Q4 		$6.4K Hold
800
– – ﹤0.01% 243
2022
Q3 		$5K Buy
+800
New +$5.18K ﹤0.01% 271

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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's HLN Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Haleon (HLN) in Q2 2024, closing a stake of 807 shares — an estimated $6.85K sold.

Mine & Arao Wealth Creation & Management first reported a position in HLN in Q3 2022 and held it in 7 quarters. The position peaked at $6.85K in Q1 2024. 579 funds tracked by Wall St. Rank hold HLN as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining Haleon position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 807 Haleon shares in Q2 2024, an estimated $6.85K.
  • Mine & Arao Wealth Creation & Management first reported a position in Haleon in Q3 2022 and held it in 7 quarters.
  • Mine & Arao Wealth Creation & Management's Haleon position peaked at $6.85K in Q1 2024.
  • 579 funds tracked by Wall St. Rank held Haleon as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.