TIM
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Thompson Investment Management’s Haleon HLN Stock Holding History

Thompson Investment Management’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
Q4 		– Sell
-300
Closed -$3.17K – 514
2024
Q3 		$3.17K Hold
300
– – ﹤0.01% 431
2024
Q2 		$2.48K Hold
300
– – ﹤0.01% 441
2024
Q1 		$2.55K Sell
300
-139
-32% -$1.16K ﹤0.01% 452
2023
Q4 		$3.61K Sell
439
-1,020
-70% -$8.41K ﹤0.01% 370
2023
Q3 		$12.2K Sell
1,459
-160
-10% -$1.33K ﹤0.01% 311
2023
Q2 		$13.6K Sell
1,619
-150
-8% -$1.28K ﹤0.01% 314
2023
Q1 		$14.4K Buy
+1,769
New +$14.1K ﹤0.01% 315

Other funds holding HLN

P
Pfizer New York $239M AUM 232.47% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 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

Thompson Investment Management's HLN Position: Q4 2024 in Review

Thompson Investment Management sold out of Haleon (HLN) in Q4 2024, closing a stake of 300 shares — an estimated $3.17K sold.

Thompson Investment Management first reported a position in HLN in Q1 2023 and held it in 7 quarters. The position peaked at $14.4K in Q1 2023. 609 funds tracked by Wall St. Rank hold HLN as of Q4 2024.

  • Thompson Investment Management reported no remaining Haleon position as of Q4 2024 after selling out during the quarter.
  • Thompson Investment Management sold 300 Haleon shares in Q4 2024, an estimated $3.17K.
  • Thompson Investment Management first reported a position in Haleon in Q1 2023 and held it in 7 quarters.
  • Thompson Investment Management's Haleon position peaked at $14.4K in Q1 2023.
  • 609 funds tracked by Wall St. Rank held Haleon as of Q4 2024.

Based on Thompson Investment Management's 13F filing for Q4 2024, filed 28 Jan 2025.