Synergy Asset Management’s Haleon HLN Stock Holding History

Synergy Asset 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
2025 Q1	–	Sell	-226	Closed	-$2.39K	–	395
2024 Q4	$2.39K	Buy	+226	New	+$2.21K	﹤0.01%	660

Other funds holding HLN

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

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

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Synergy Asset Management's HLN Position: Q1 2025 in Review

Synergy Asset Management sold out of Haleon (HLN) in Q1 2025, closing a stake of 226 shares — an estimated $2.39K sold.

Synergy Asset Management first reported a position in HLN in Q4 2024 and held it in 1 quarter. The position peaked at $2.39K in Q4 2024. 597 funds tracked by Wall St. Rank hold HLN as of Q1 2025.

Synergy Asset Management reported no remaining Haleon position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 226 Haleon shares in Q1 2025, an estimated $2.39K.
Synergy Asset Management first reported a position in Haleon in Q4 2024 and held it in 1 quarter.
Synergy Asset Management's Haleon position peaked at $2.39K in Q4 2024.
597 funds tracked by Wall St. Rank held Haleon as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.