TD Waterhouse Canada’s Haleon HLN Stock Holding History

TD Waterhouse Canada’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	$148K	Buy	14,816 +9,122	+160%	+$94.9K	﹤0.01%	1105
2025 Q4	$57.6K	Sell	5,694 -250	-4%	-$2.38K	﹤0.01%	1172
2025 Q3	$53.6K	Sell	5,944 -1,189	-17%	-$11.5K	﹤0.01%	1183
2025 Q2	$73.8K	Sell	7,133 -166	-2%	-$1.75K	﹤0.01%	1033
2025 Q1	$74.2K	Buy	7,299 +576	+9%	+$5.67K	﹤0.01%	1011
2024 Q4	$64.1K	Sell	6,723 -279	-4%	-$2.73K	﹤0.01%	1033
2024 Q3	$74.8K	Sell	7,002 -260	-4%	-$2.51K	﹤0.01%	935
2024 Q2	$60.5K	Buy	7,262 +452	+7%	+$3.78K	﹤0.01%	980
2024 Q1	$59.1K	Sell	6,810 -904	-12%	-$7.56K	﹤0.01%	1005
2023 Q4	$69.2K	Sell	7,714 -17,692	-70%	-$146K	﹤0.01%	881
2023 Q3	$224K	Buy	25,406 +1,938	+8%	+$16.1K	﹤0.01%	625
2023 Q2	$194K	Buy	23,468 +1,530	+7%	+$13.1K	﹤0.01%	669
2023 Q1	$181K	Sell	21,938 -410	-2%	-$3.27K	﹤0.01%	670
2022 Q4	$178K	Sell	22,348 -1,634	-7%	-$11.1K	﹤0.01%	666
2022 Q3	$148K	Buy	+23,982	New	+$155K	﹤0.01%	708

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