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PSI Advisors’s Haleon HLN Stock Holding History

PSI Advisors’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
2025
Q1 		– Sell
-147
Closed -$1.4K – 832
2024
Q4 		$1.4K Hold
147
– – ﹤0.01% 761
2024
Q3 		$1.55K Buy
147
+1
+0.7% +$10 ﹤0.01% 760
2024
Q2 		$1.2K Buy
146
+2
+1% +$17 ﹤0.01% 752
2024
Q1 		$1.22K Hold
144
– – ﹤0.01% 694
2023
Q4 		$1.18K Sell
144
-969
-87% -$7.99K ﹤0.01% 752
2023
Q3 		$9.27K Hold
1,113
– – ﹤0.01% 507
2023
Q2 		$9.33K Hold
1,113
– – ﹤0.01% 500
2023
Q1 		$9.06K Hold
1,113
– – ﹤0.01% 448
2022
Q4 		$8.9K Sell
1,113
-901
-45% -$6.13K ﹤0.01% 447
2022
Q3 		$12K Buy
+2,014
New +$13K 0.01% 395

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

PSI Advisors's HLN Position: Q1 2025 in Review

PSI Advisors sold out of Haleon (HLN) in Q1 2025, closing a stake of 147 shares — an estimated $1.4K sold.

PSI Advisors first reported a position in HLN in Q3 2022 and held it in 10 quarters. The position peaked at $12K in Q3 2022. 597 funds tracked by Wall St. Rank hold HLN as of Q1 2025.

  • PSI Advisors reported no remaining Haleon position as of Q1 2025 after selling out during the quarter.
  • PSI Advisors sold 147 Haleon shares in Q1 2025, an estimated $1.4K.
  • PSI Advisors first reported a position in Haleon in Q3 2022 and held it in 10 quarters.
  • PSI Advisors's Haleon position peaked at $12K in Q3 2022.
  • 597 funds tracked by Wall St. Rank held Haleon as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.