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Sugarloaf Wealth Management’s Haleon HLN Stock Holding History

Sugarloaf Wealth 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
Q3 		– Sell
-191
Closed -$1.57K – 692
2024
Q2 		$1.57K Buy
191
+3
+2% +$25 ﹤0.01% 598
2024
Q1 		$1.6K Hold
188
– – ﹤0.01% 601
2023
Q4 		$1.55K Buy
188
+1
+0.5% +$8 ﹤0.01% 613
2023
Q3 		$1.56K Hold
187
– – ﹤0.01% 613
2023
Q2 		$1.57K Buy
187
+1
+0.5% +$9 ﹤0.01% 631
2023
Q1 		$1.51K Hold
186
– – ﹤0.01% 632
2022
Q4 		$1.49K Sell
186
-291
-61% -$1.98K ﹤0.01% 689
2022
Q3 		$3K Buy
+477
New +$3.09K ﹤0.01% 670

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

Sugarloaf Wealth Management's HLN Position: Q3 2024 in Review

Sugarloaf Wealth Management sold out of Haleon (HLN) in Q3 2024, closing a stake of 191 shares — an estimated $1.57K sold.

Sugarloaf Wealth Management first reported a position in HLN in Q3 2022 and held it in 8 quarters. The position peaked at $3K in Q3 2022. 587 funds tracked by Wall St. Rank hold HLN as of Q3 2024.

  • Sugarloaf Wealth Management reported no remaining Haleon position as of Q3 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 191 Haleon shares in Q3 2024, an estimated $1.57K.
  • Sugarloaf Wealth Management first reported a position in Haleon in Q3 2022 and held it in 8 quarters.
  • Sugarloaf Wealth Management's Haleon position peaked at $3K in Q3 2022.
  • 587 funds tracked by Wall St. Rank held Haleon as of Q3 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.