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Mirador Capital Partners’s Haleon HLN Stock Holding History

Mirador Capital Partners’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
2023
Q3 		– Sell
-15,490
Closed -$130K – 194
2023
Q2 		$130K Sell
15,490
-88
-0.6% -$751 0.03% 182
2023
Q1 		$127K Buy
15,578
+46
+0.3% +$367 0.03% 185
2022
Q4 		$124K Buy
+15,532
New +$106K 0.03% 187

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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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BCPEMI
Bain Capital Public Equity Management II Boston, Massachusetts $62.1M AUM 25.46% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 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

Mirador Capital Partners's HLN Position: Q3 2023 in Review

Mirador Capital Partners sold out of Haleon (HLN) in Q3 2023, closing a stake of 15,490 shares — an estimated $130K sold.

Mirador Capital Partners first reported a position in HLN in Q4 2022 and held it in 3 quarters. The position peaked at $130K in Q2 2023. 568 funds tracked by Wall St. Rank hold HLN as of Q3 2023.

  • Mirador Capital Partners reported no remaining Haleon position as of Q3 2023 after selling out during the quarter.
  • Mirador Capital Partners sold 15,490 Haleon shares in Q3 2023, an estimated $130K.
  • Mirador Capital Partners first reported a position in Haleon in Q4 2022 and held it in 3 quarters.
  • Mirador Capital Partners's Haleon position peaked at $130K in Q2 2023.
  • 568 funds tracked by Wall St. Rank held Haleon as of Q3 2023.

Based on Mirador Capital Partners's 13F filing for Q3 2023, filed 5 Oct 2023.