MWM
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Moran Wealth Management’s Haleon HLN Stock Holding History

Moran Wealth 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
2023
Q3 		– Sell
-25,722
Closed -$216K – 385
2023
Q2 		$216K Sell
25,722
-853
-3% -$7.28K 0.01% 370
2023
Q1 		$216K Sell
26,575
-1,360
-5% -$10.8K 0.01% 346
2022
Q4 		$223K Buy
+27,935
New +$190K 0.01% 334

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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 $1.25B AUM 41.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Moran Wealth Management's HLN Position: Q3 2023 in Review

Moran Wealth Management sold out of Haleon (HLN) in Q3 2023, closing a stake of 25,722 shares — an estimated $216K sold.

Moran Wealth Management first reported a position in HLN in Q4 2022 and held it in 3 quarters. The position peaked at $223K in Q4 2022. 569 funds tracked by Wall St. Rank hold HLN as of Q3 2023.

  • Moran Wealth Management reported no remaining Haleon position as of Q3 2023 after selling out during the quarter.
  • Moran Wealth Management sold 25,722 Haleon shares in Q3 2023, an estimated $216K.
  • Moran Wealth Management first reported a position in Haleon in Q4 2022 and held it in 3 quarters.
  • Moran Wealth Management's Haleon position peaked at $223K in Q4 2022.
  • 569 funds tracked by Wall St. Rank held Haleon as of Q3 2023.

Based on Moran Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.