Planned Solutions’s Haleon HLN Stock Holding History

Planned Solutions’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 Q4	–	Sell	-440	Closed	-$4.66K	–	331
2024 Q3	$4.66K	Buy	+440	New	+$4.25K	﹤0.01%	505
2024 Q1	–	Sell	-440	Closed	-$3.62K	–	279
2023 Q4	$3.62K	Buy	+440	New	+$3.63K	﹤0.01%	480

Other funds holding HLN

Pfizer New York $239M AUM 232.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

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

Planned Solutions's HLN Position: Q4 2024 in Review

Planned Solutions sold out of Haleon (HLN) in Q4 2024, closing a stake of 440 shares — an estimated $4.66K sold.

Planned Solutions first reported a position in HLN in Q4 2023 and held it in 2 quarters. The position peaked at $4.66K in Q3 2024. 609 funds tracked by Wall St. Rank hold HLN as of Q4 2024.

Planned Solutions reported no remaining Haleon position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 440 Haleon shares in Q4 2024, an estimated $4.66K.
Planned Solutions first reported a position in Haleon in Q4 2023 and held it in 2 quarters.
Planned Solutions's Haleon position peaked at $4.66K in Q3 2024.
609 funds tracked by Wall St. Rank held Haleon as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.