Syon Capital’s Haleon HLN Stock Holding History

Syon Capital’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
2026 Q1	$750K	Sell	74,898 -4,970	-6%	-$51.7K	0.04%	406
2025 Q4	$807K	Buy	79,868 +6,767	+9%	+$64.3K	0.04%	379
2025 Q3	$656K	Buy	73,101 +2,292	+3%	+$22.1K	0.04%	392
2025 Q2	$734K	Buy	70,809 +1,236	+2%	+$13K	0.05%	283
2025 Q1	$716K	Buy	69,573 +2,436	+4%	+$24K	0.06%	242
2024 Q4	$640K	Sell	67,137 -4,630	-6%	-$45.3K	0.06%	229
2024 Q3	$759K	Buy	71,767 +4,772	+7%	+$46.1K	0.07%	210
2024 Q2	$553K	Sell	66,995 -2	-0%	-$17	0.05%	244
2024 Q1	$569K	Sell	66,997 -68,425	-51%	-$572K	0.05%	247
2023 Q4	$1.11M	Buy	135,422 +83,886	+163%	+$691K	0.05%	240
2023 Q3	$429K	Buy	+51,536	New	+$429K	0.05%	207

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

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America

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

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return