Sierra Capital’s Haleon HLN Stock Holding History

Sierra 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
2023 Q1	–	Sell	-1,077	Closed	-$9K	–	346
2022 Q4	$9K	Buy	+1,077	New	+$7.33K	﹤0.01%	361

Other funds holding HLN

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BCPEMI

Bain Capital Public Equity Management II Boston, Massachusetts $62.1M AUM 25.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Sierra Capital's HLN Position: Q1 2023 in Review

Sierra Capital sold out of Haleon (HLN) in Q1 2023, closing a stake of 1,077 shares — an estimated $9K sold.

Sierra Capital first reported a position in HLN in Q4 2022 and held it in 1 quarter. The position peaked at $9K in Q4 2022. 576 funds tracked by Wall St. Rank hold HLN as of Q1 2023.

Sierra Capital reported no remaining Haleon position as of Q1 2023 after selling out during the quarter.
Sierra Capital sold 1,077 Haleon shares in Q1 2023, an estimated $9K.
Sierra Capital first reported a position in Haleon in Q4 2022 and held it in 1 quarter.
Sierra Capital's Haleon position peaked at $9K in Q4 2022.
576 funds tracked by Wall St. Rank held Haleon as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.