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Schechter Investment Advisors’s Haleon HLN Stock Holding History

Schechter Investment 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 		$626K Sell
60,817
-1,353
-2% -$13.3K 0.05% 321
2024
Q4 		$593K Sell
62,170
-113
-0.2% -$1.11K 0.05% 350
2024
Q3 		$659K Sell
62,283
-696
-1% -$6.73K 0.05% 340
2024
Q2 		$520K Buy
62,979
+10,921
+21% +$91.3K 0.04% 362
2024
Q1 		$442K Buy
52,058
+5,873
+13% +$49.1K 0.03% 405
2023
Q4 		$380K Buy
46,185
+14,331
+45% +$118K 0.03% 408
2023
Q3 		$265K Buy
31,854
+1,930
+6% +$16.1K 0.03% 480
2023
Q2 		$251K Sell
29,924
-54,397
-65% -$464K 0.02% 528
2023
Q1 		$686K Sell
84,321
-480
-0.6% -$3.83K 0.06% 336
2022
Q4 		$678K Buy
84,801
+479
+0.6% +$3.26K 0.06% 412
2022
Q3 		$514K Buy
+84,322
New +$546K 0.05% 499

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

Schechter Investment Advisors's HLN Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Haleon (HLN) stake by 2.2% in Q1 2025, selling an estimated $13.3K and leaving 60,817 shares worth $626K. The position accounts for 0.05% of the portfolio, ranked #321.

Schechter Investment Advisors first reported a position in HLN in Q3 2022 and has held it in 11 quarters since. The position peaked at $686K in Q1 2023. 597 funds tracked by Wall St. Rank hold HLN as of Q1 2025.

  • Schechter Investment Advisors held 60,817 shares of Haleon worth $626K as of Q1 2025.
  • Schechter Investment Advisors sold 1,353 Haleon shares in Q1 2025, an estimated $13.3K.
  • Haleon made up 0.05% of Schechter Investment Advisors's portfolio in Q1 2025, its #321 holding.
  • Schechter Investment Advisors first reported a position in Haleon in Q3 2022 and has held it in 11 quarters since.
  • Schechter Investment Advisors's Haleon position peaked at $686K in Q1 2023.
  • 597 funds tracked by Wall St. Rank held Haleon as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.