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Simplicity Solutions’s Haleon HLN Stock Holding History

Simplicity Solutions’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
Q4 		$187K Buy
22,733
+10,247
+82% +$84.5K 0.01% 979
2023
Q3 		$104K Sell
12,486
-2,607
-17% -$21.7K ﹤0.01% 939
2023
Q2 		$126K Sell
15,093
-207
-1% -$1.77K ﹤0.01% 997
2023
Q1 		$125K Buy
+15,300
New +$122K ﹤0.01% 1051

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Simplicity Solutions's HLN Position: Q4 2023 in Review

Simplicity Solutions increased its Haleon (HLN) stake by 82% in Q4 2023, buying an estimated $84.5K and bringing the position to 22,733 shares worth $187K. The position accounts for 0.01% of the portfolio, ranked #979.

Simplicity Solutions first reported a position in HLN in Q1 2023 and has held it in 4 quarters since. 590 funds tracked by Wall St. Rank hold HLN as of Q4 2023.

  • Simplicity Solutions held 22,733 shares of Haleon worth $187K as of Q4 2023.
  • Simplicity Solutions bought 10,247 Haleon shares in Q4 2023, an estimated $84.5K.
  • Haleon made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #979 holding.
  • Simplicity Solutions first reported a position in Haleon in Q1 2023 and has held it in 4 quarters since.
  • 590 funds tracked by Wall St. Rank held Haleon as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.