SPC
HLN icon

Sigma Planning Corp’s Haleon HLN Stock Holding History

Sigma Planning Corp’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
Q2 		– Sell
-13,998
Closed -$119K – 1225
2024
Q1 		$119K Buy
+13,998
New +$117K ﹤0.01% 1173
2023
Q4 		– Sell
-15,590
Closed -$130K – 993
2023
Q3 		$130K Buy
15,590
+1,167
+8% +$9.72K ﹤0.01% 1123
2023
Q2 		$121K Sell
14,423
-5,738
-28% -$49K ﹤0.01% 1141
2023
Q1 		$164K Sell
20,161
-5,387
-21% -$42.9K 0.01% 1203
2022
Q4 		$204K Sell
25,548
-7,163
-22% -$48.7K 0.01% 1122
2022
Q3 		$199K Buy
+32,711
New +$212K 0.01% 1124

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return