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Monetary Management Group’s Haleon HLN Stock Holding History

Monetary Management Group’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
-200
Closed -$1.65K – 327
2023
Q4 		$1.65K Buy
+200
New +$1.65K ﹤0.01% 327
2023
Q2 		– Sell
-200
Closed -$1.63K – 342
2023
Q1 		$1.63K Buy
+200
New +$1.59K ﹤0.01% 337

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

Monetary Management Group's HLN Position: Q1 2024 in Review

Monetary Management Group sold out of Haleon (HLN) in Q1 2024, closing a stake of 200 shares — an estimated $1.65K sold.

Monetary Management Group first reported a position in HLN in Q1 2023 and held it in 2 quarters. The position peaked at $1.65K in Q4 2023. 599 funds tracked by Wall St. Rank hold HLN as of Q1 2024.

  • Monetary Management Group reported no remaining Haleon position as of Q1 2024 after selling out during the quarter.
  • Monetary Management Group sold 200 Haleon shares in Q1 2024, an estimated $1.65K.
  • Monetary Management Group first reported a position in Haleon in Q1 2023 and held it in 2 quarters.
  • Monetary Management Group's Haleon position peaked at $1.65K in Q4 2023.
  • 599 funds tracked by Wall St. Rank held Haleon as of Q1 2024.

Based on Monetary Management Group's 13F filing for Q1 2024, filed 13 May 2024.