SWA
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Sutton Wealth Advisors’s Haleon HLN Stock Holding History

Sutton Wealth Advisors’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
Q3 		$7.1K Sell
852
-58
-6% -$483 ﹤0.01% 530
2023
Q2 		$7.63K Buy
910
+771
+555% +$6.58K ﹤0.01% 504
2023
Q1 		$1.13K Sell
139
-3,440
-96% -$27.4K ﹤0.01% 716
2022
Q4 		$28.6K Sell
3,579
-2,929
-45% -$19.9K 0.01% 567
2022
Q3 		$39.6K Buy
+6,508
New +$42.1K 0.02% 437

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BCPEMI
Bain Capital Public Equity Management II Boston, Massachusetts $62.1M AUM 25.46% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.25B AUM 41.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Sutton Wealth Advisors's HLN Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Haleon (HLN) stake by 6.4% in Q3 2023, selling an estimated $483 and leaving 852 shares worth $7.1K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Sutton Wealth Advisors first reported a position in HLN in Q3 2022 and has held it in 5 quarters since. The position peaked at $39.6K in Q3 2022. 569 funds tracked by Wall St. Rank hold HLN as of Q3 2023.

  • Sutton Wealth Advisors held 852 shares of Haleon worth $7.1K as of Q3 2023.
  • Sutton Wealth Advisors sold 58 Haleon shares in Q3 2023, an estimated $483.
  • Haleon made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #530 holding.
  • Sutton Wealth Advisors first reported a position in Haleon in Q3 2022 and has held it in 5 quarters since.
  • Sutton Wealth Advisors's Haleon position peaked at $39.6K in Q3 2022.
  • 569 funds tracked by Wall St. Rank held Haleon as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.