RCA
HALO icon

Rowland Carmichael Advisors’s Halozyme HALO Stock Holding History

Rowland Carmichael Advisors’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
2020
Q4 		$1.14M Hold
26,652
– – 0.36% 65
2020
Q3 		$700K Hold
26,652
– – 0.27% 95
2020
Q2 		$715K Buy
+26,652
New +$601K 0.3% 88

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rowland Carmichael Advisors's HALO Position: Q4 2020 in Review

Rowland Carmichael Advisors held its Halozyme (HALO) position steady in Q4 2020 at 26,652 shares worth $1.14M. The position accounts for 0.36% of the portfolio, ranked #65.

Rowland Carmichael Advisors first reported a position in HALO in Q2 2020 and has held it in 3 quarters since. 342 funds tracked by Wall St. Rank hold HALO as of Q4 2020.

  • Rowland Carmichael Advisors held 26,652 shares of Halozyme worth $1.14M as of Q4 2020.
  • Rowland Carmichael Advisors left its Halozyme share count unchanged in Q4 2020.
  • Halozyme made up 0.36% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #65 holding.
  • Rowland Carmichael Advisors first reported a position in Halozyme in Q2 2020 and has held it in 3 quarters since.
  • 342 funds tracked by Wall St. Rank held Halozyme as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.