PAG
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Paladin Advisory Group’s Haleon HLN Stock Holding History

Paladin Advisory 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
2023
Q4 		– Sell
-410
Closed -$3.42K – 239
2023
Q3 		$3.42K Hold
410
– – ﹤0.01% 236
2023
Q2 		$3.44K Hold
410
– – ﹤0.01% 242
2023
Q1 		$3.34K Buy
+410
New +$3.27K ﹤0.01% 242

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Paladin Advisory Group's HLN Position: Q4 2023 in Review

Paladin Advisory Group sold out of Haleon (HLN) in Q4 2023, closing a stake of 410 shares — an estimated $3.42K sold.

Paladin Advisory Group first reported a position in HLN in Q1 2023 and held it in 3 quarters. The position peaked at $3.44K in Q2 2023. 590 funds tracked by Wall St. Rank hold HLN as of Q4 2023.

  • Paladin Advisory Group reported no remaining Haleon position as of Q4 2023 after selling out during the quarter.
  • Paladin Advisory Group sold 410 Haleon shares in Q4 2023, an estimated $3.42K.
  • Paladin Advisory Group first reported a position in Haleon in Q1 2023 and held it in 3 quarters.
  • Paladin Advisory Group's Haleon position peaked at $3.44K in Q2 2023.
  • 590 funds tracked by Wall St. Rank held Haleon as of Q4 2023.

Based on Paladin Advisory Group's 13F filing for Q4 2023, filed 31 Jan 2024.