PFPT
HLN icon

Pinnacle Financial Partners (Tennessee)’s Haleon HLN Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
Q2 		– Sell
-13,750
Closed -$117K – 544
2024
Q1 		$117K Sell
13,750
-1,874
-12% -$15.7K ﹤0.01% 448
2023
Q4 		$129K Buy
15,624
+1,123
+8% +$9.26K ﹤0.01% 422
2023
Q3 		$121K Sell
14,501
-435
-3% -$3.62K ﹤0.01% 401
2023
Q2 		$125K Buy
14,936
+10
+0.1% +$85 ﹤0.01% 409
2023
Q1 		$121K Buy
14,926
+242
+2% +$1.93K ﹤0.01% 398
2022
Q4 		$117K Buy
+14,684
New +$99.9K ﹤0.01% 383

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s HLN Position: Q2 2024 in Review

Pinnacle Financial Partners (Tennessee) sold out of Haleon (HLN) in Q2 2024, closing a stake of 13,750 shares — an estimated $117K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in HLN in Q4 2022 and held it in 6 quarters. The position peaked at $129K in Q4 2023. 580 funds tracked by Wall St. Rank hold HLN as of Q2 2024.

  • Pinnacle Financial Partners (Tennessee) reported no remaining Haleon position as of Q2 2024 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 13,750 Haleon shares in Q2 2024, an estimated $117K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Haleon in Q4 2022 and held it in 6 quarters.
  • Pinnacle Financial Partners (Tennessee)'s Haleon position peaked at $129K in Q4 2023.
  • 580 funds tracked by Wall St. Rank held Haleon as of Q2 2024.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q2 2024, filed 6 Aug 2024.