TVAMP
HLN icon

Tennessee Valley Asset Management Partners’s Haleon HLN Stock Holding History

Tennessee Valley Asset Management Partners’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
Q1 		– Sell
-77
Closed -$634 – 379
2023
Q4 		$634 Buy
+77
New +$635 ﹤0.01% 735

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Tennessee Valley Asset Management Partners's HLN Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of Haleon (HLN) in Q1 2024, closing a stake of 77 shares — an estimated $634 sold.

Tennessee Valley Asset Management Partners first reported a position in HLN in Q4 2023 and held it in 1 quarter. The position peaked at $634 in Q4 2023. 600 funds tracked by Wall St. Rank hold HLN as of Q1 2024.

  • Tennessee Valley Asset Management Partners reported no remaining Haleon position as of Q1 2024 after selling out during the quarter.
  • Tennessee Valley Asset Management Partners sold 77 Haleon shares in Q1 2024, an estimated $634.
  • Tennessee Valley Asset Management Partners first reported a position in Haleon in Q4 2023 and held it in 1 quarter.
  • Tennessee Valley Asset Management Partners's Haleon position peaked at $634 in Q4 2023.
  • 600 funds tracked by Wall St. Rank held Haleon as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.