SAG
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SageView Advisory Group’s Haleon HLN Stock Holding History

SageView Advisory Group’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
Q4 		$54.8K Buy
+5,420
New +$51.5K ﹤0.01% 1036
2024
Q3 		– Sell
-14,097
Closed -$116K – 532
2024
Q2 		$116K Buy
+14,097
New +$118K 0.01% 549
2024
Q1 		– Sell
-12,175
Closed -$100K – 618
2023
Q4 		$100K Buy
+12,175
New +$100K ﹤0.01% 626

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
SC
Sculptor Capital New York $8.88B AUM 27.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return