TCA
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Trifecta Capital Advisors’s Haleon HLN Stock Holding History

Trifecta Capital Advisors’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
-523
Closed -$4.3K – 424
2023
Q4 		$4.3K Buy
+523
New +$4.31K ﹤0.01% 259

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

Trifecta Capital Advisors's HLN Position: Q1 2024 in Review

Trifecta Capital Advisors sold out of Haleon (HLN) in Q1 2024, closing a stake of 523 shares — an estimated $4.3K sold.

Trifecta Capital Advisors first reported a position in HLN in Q4 2023 and held it in 1 quarter. The position peaked at $4.3K in Q4 2023. 599 funds tracked by Wall St. Rank hold HLN as of Q1 2024.

  • Trifecta Capital Advisors reported no remaining Haleon position as of Q1 2024 after selling out during the quarter.
  • Trifecta Capital Advisors sold 523 Haleon shares in Q1 2024, an estimated $4.3K.
  • Trifecta Capital Advisors first reported a position in Haleon in Q4 2023 and held it in 1 quarter.
  • Trifecta Capital Advisors's Haleon position peaked at $4.3K in Q4 2023.
  • 599 funds tracked by Wall St. Rank held Haleon as of Q1 2024.

Based on Trifecta Capital Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.