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Troluce Capital Advisors’s Haleon HLN Stock Holding History

Troluce 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
Q2 		– Sell
-604,300
Closed -$5.13M – 96
2024
Q1 		$5.13M Buy
+604,300
New +$5.05M 0.62% 50
2023
Q3 		– Sell
-123,000
Closed -$1.03M – 59
2023
Q2 		$1.03M Buy
+123,000
New +$1.05M 0.05% 29

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Troluce Capital Advisors's HLN Position: Q2 2024 in Review

Troluce Capital Advisors sold out of Haleon (HLN) in Q2 2024, closing a stake of 604,300 shares — an estimated $5.13M sold.

Troluce Capital Advisors first reported a position in HLN in Q2 2023 and held it in 2 quarters. The position peaked at $5.13M in Q1 2024. 581 funds tracked by Wall St. Rank hold HLN as of Q2 2024.

  • Troluce Capital Advisors reported no remaining Haleon position as of Q2 2024 after selling out during the quarter.
  • Troluce Capital Advisors sold 604,300 Haleon shares in Q2 2024, an estimated $5.13M.
  • Troluce Capital Advisors first reported a position in Haleon in Q2 2023 and held it in 2 quarters.
  • Troluce Capital Advisors's Haleon position peaked at $5.13M in Q1 2024.
  • 581 funds tracked by Wall St. Rank held Haleon as of Q2 2024.

Based on Troluce Capital Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.