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SYSTM Wealth Solutions’s Haleon HLN Stock Holding History

SYSTM Wealth Solutions’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
-23,791
Closed -$197K – 328
2024
Q2 		$197K Buy
23,791
+926
+4% +$7.74K 0.04% 188
2024
Q1 		$194K Buy
22,865
+14,321
+168% +$120K 0.02% 399
2023
Q4 		$70.3K Buy
+8,544
New +$70.4K 0.01% 524
2023
Q3 		– Sell
-20,612
Closed -$173K – 477
2023
Q2 		$173K Buy
+20,612
New +$176K 0.02% 467

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

SYSTM Wealth Solutions's HLN Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Haleon (HLN) in Q3 2024, closing a stake of 23,791 shares — an estimated $197K sold.

SYSTM Wealth Solutions first reported a position in HLN in Q2 2023 and held it in 4 quarters. The position peaked at $197K in Q2 2024. 587 funds tracked by Wall St. Rank hold HLN as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Haleon position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 23,791 Haleon shares in Q3 2024, an estimated $197K.
  • SYSTM Wealth Solutions first reported a position in Haleon in Q2 2023 and held it in 4 quarters.
  • SYSTM Wealth Solutions's Haleon position peaked at $197K in Q2 2024.
  • 587 funds tracked by Wall St. Rank held Haleon as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.