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Mowery & Schoenfeld Wealth Management’s Haleon HLN Stock Holding History

Mowery & Schoenfeld 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
2024
Q3 		– Sell
-1,889
Closed -$15.6K – 250
2024
Q2 		$15.6K Buy
+1,889
New +$15.8K 0.02% 152

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's HLN Position: Q3 2024 in Review

Mowery & Schoenfeld Wealth Management sold out of Haleon (HLN) in Q3 2024, closing a stake of 1,889 shares — an estimated $15.6K sold.

Mowery & Schoenfeld Wealth Management first reported a position in HLN in Q2 2024 and held it in 1 quarter. The position peaked at $15.6K in Q2 2024. 587 funds tracked by Wall St. Rank hold HLN as of Q3 2024.

  • Mowery & Schoenfeld Wealth Management reported no remaining Haleon position as of Q3 2024 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 1,889 Haleon shares in Q3 2024, an estimated $15.6K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Haleon in Q2 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Haleon position peaked at $15.6K in Q2 2024.
  • 587 funds tracked by Wall St. Rank held Haleon as of Q3 2024.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q3 2024, filed 23 Oct 2024.