Synovus Financial’s Haleon HLN Stock Holding History

Synovus Financial’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 Q3	$4.2M	Sell	468,081 -35,918	-7%	-$346K	0.05%	228
2025 Q2	$5.23M	Buy	503,999 +29,988	+6%	+$316K	0.06%	186
2025 Q1	$4.88M	Buy	474,011 +317,544	+203%	+$3.13M	0.06%	185
2024 Q4	$1.49M	Buy	156,467 +7,633	+5%	+$74.7K	0.02%	400
2024 Q3	$1.57M	Buy	148,834 +1,216	+0.8%	+$11.8K	0.02%	407
2024 Q2	$1.22M	Sell	147,618 -925	-0.6%	-$7.73K	0.02%	421
2024 Q1	$1.26M	Buy	148,543 +41,046	+38%	+$343K	0.02%	406
2023 Q4	$885K	Sell	107,497 -2,344	-2%	-$19.3K	0.01%	453
2023 Q3	$915K	Buy	109,841 +3,607	+3%	+$30K	0.01%	463
2023 Q2	$890K	Buy	106,234 +87	+0.1%	+$742	0.01%	472
2023 Q1	$864K	Sell	106,147 -4,283	-4%	-$34.1K	0.01%	476
2022 Q4	$883K	Sell	110,430 -64,041	-37%	-$436K	0.01%	487
2022 Q3	$1.06M	Buy	+174,471	New	+$1.13M	0.01%	428

Other funds holding HLN

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

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

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return