Sugar Maple Asset Management’s Halozyme HALO Stock Holding History

Sugar Maple Asset Management’s Portfolio HALO Stock Details HALO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$439K	Sell	6,800 -6,000	-47%	-$423K	0.27%	55
2025 Q4	$861K	Buy	12,800 +2,500	+24%	+$168K	0.58%	36
2025 Q3	$755K	Sell	10,300 -4,000	-28%	-$266K	0.54%	37
2025 Q2	$744K	Buy	14,300 +4,000	+39%	+$228K	0.58%	33
2025 Q1	$657K	Buy	10,300 +2,500	+32%	+$145K	0.52%	35
2024 Q4	$373K	Buy	+7,800	New	+$400K	0.28%	44

Other funds holding HALO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sugar Maple Asset Management's HALO Position: Q1 2026 in Review

Sugar Maple Asset Management reduced its Halozyme (HALO) stake by 47% in Q1 2026, selling an estimated $423K and leaving 6,800 shares worth $439K. The position accounts for 0.27% of the portfolio, ranked #55.

Sugar Maple Asset Management first reported a position in HALO in Q4 2024 and has held it in 6 quarters since. The position peaked at $861K in Q4 2025. 634 funds tracked by Wall St. Rank hold HALO as of Q1 2026.

Sugar Maple Asset Management held 6,800 shares of Halozyme worth $439K as of Q1 2026.
Sugar Maple Asset Management sold 6,000 Halozyme shares in Q1 2026, an estimated $423K.
Halozyme made up 0.27% of Sugar Maple Asset Management's portfolio in Q1 2026, its #55 holding.
Sugar Maple Asset Management first reported a position in Halozyme in Q4 2024 and has held it in 6 quarters since.
Sugar Maple Asset Management's Halozyme position peaked at $861K in Q4 2025.
634 funds tracked by Wall St. Rank held Halozyme as of Q1 2026.

Based on Sugar Maple Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.