SJIM
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St. Johns Investment Management’s Haleon HLN Stock Holding History

St. Johns Investment Management’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
-100
Closed -$1.06K – 222
2024
Q3 		$1.06K Buy
+100
New +$967 ﹤0.01% 211

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

St. Johns Investment Management's HLN Position: Q4 2024 in Review

St. Johns Investment Management sold out of Haleon (HLN) in Q4 2024, closing a stake of 100 shares — an estimated $1.06K sold.

St. Johns Investment Management first reported a position in HLN in Q3 2024 and held it in 1 quarter. The position peaked at $1.06K in Q3 2024. 609 funds tracked by Wall St. Rank hold HLN as of Q4 2024.

  • St. Johns Investment Management reported no remaining Haleon position as of Q4 2024 after selling out during the quarter.
  • St. Johns Investment Management sold 100 Haleon shares in Q4 2024, an estimated $1.06K.
  • St. Johns Investment Management first reported a position in Haleon in Q3 2024 and held it in 1 quarter.
  • St. Johns Investment Management's Haleon position peaked at $1.06K in Q3 2024.
  • 609 funds tracked by Wall St. Rank held Haleon as of Q4 2024.

Based on St. Johns Investment Management's 13F filing for Q4 2024, filed 21 Jan 2025.