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Seven Eight Capital’s Haleon HLN Stock Holding History

Seven Eight Capital’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
2024
Q4 		– Sell
-109,376
Closed -$1.16M – 273
2024
Q3 		$1.16M Buy
+109,376
New +$1.06M 0.1% 345
2023
Q4 		– Sell
-13,265
Closed -$110K – 712
2023
Q3 		$110K Buy
13,265
+3,218
+32% +$26.8K 0.01% 571
2023
Q2 		$84.2K Buy
+10,047
New +$85.7K 0.01% 471

Other funds holding HLN

P
Pfizer New York $239M AUM 232.47% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Seven Eight Capital's HLN Position: Q4 2024 in Review

Seven Eight Capital sold out of Haleon (HLN) in Q4 2024, closing a stake of 109,376 shares — an estimated $1.16M sold.

Seven Eight Capital first reported a position in HLN in Q2 2023 and held it in 3 quarters. The position peaked at $1.16M in Q3 2024. 609 funds tracked by Wall St. Rank hold HLN as of Q4 2024.

  • Seven Eight Capital reported no remaining Haleon position as of Q4 2024 after selling out during the quarter.
  • Seven Eight Capital sold 109,376 Haleon shares in Q4 2024, an estimated $1.16M.
  • Seven Eight Capital first reported a position in Haleon in Q2 2023 and held it in 3 quarters.
  • Seven Eight Capital's Haleon position peaked at $1.16M in Q3 2024.
  • 609 funds tracked by Wall St. Rank held Haleon as of Q4 2024.

Based on Seven Eight Capital's 13F filing for Q4 2024.