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Planning Capital Management Corporation’s Halozyme HALO Stock Holding History

Planning Capital Management Corporation’s Portfolio HALO Stock Details HALO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$19.9K Hold
348
– – 0.01% 296
2024
Q2 		$18.2K Hold
348
– – 0.01% 300
2024
Q1 		$14.2K Hold
348
– – 0.01% 360
2023
Q4 		$12.9K Buy
+348
New +$13.1K 0.01% 389

Other funds holding HALO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Planning Capital Management Corporation's HALO Position: Q3 2024 in Review

Planning Capital Management Corporation held its Halozyme (HALO) position steady in Q3 2024 at 348 shares worth $19.9K. The position accounts for 0.01% of the portfolio, ranked #296.

Planning Capital Management Corporation first reported a position in HALO in Q4 2023 and has held it in 4 quarters since. 508 funds tracked by Wall St. Rank hold HALO as of Q3 2024.

  • Planning Capital Management Corporation held 348 shares of Halozyme worth $19.9K as of Q3 2024.
  • Planning Capital Management Corporation left its Halozyme share count unchanged in Q3 2024.
  • Halozyme made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #296 holding.
  • Planning Capital Management Corporation first reported a position in Halozyme in Q4 2023 and has held it in 4 quarters since.
  • 508 funds tracked by Wall St. Rank held Halozyme as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.