VAMG
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Voisard Asset Management Group’s Haleon HLN Stock Holding History

Voisard Asset Management Group’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
-400
Closed -$4.23K – 331
2024
Q3 		$4.23K Hold
400
– – ﹤0.01% 349
2024
Q2 		$3.3K Hold
400
– – ﹤0.01% 308
2024
Q1 		$3.4K Hold
400
– – ﹤0.01% 286
2023
Q4 		$3.29K Buy
+400
New +$3.3K ﹤0.01% 300

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

Voisard Asset Management Group's HLN Position: Q4 2024 in Review

Voisard Asset Management Group sold out of Haleon (HLN) in Q4 2024, closing a stake of 400 shares — an estimated $4.23K sold.

Voisard Asset Management Group first reported a position in HLN in Q4 2023 and held it in 4 quarters. The position peaked at $4.23K in Q3 2024. 609 funds tracked by Wall St. Rank hold HLN as of Q4 2024.

  • Voisard Asset Management Group reported no remaining Haleon position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 400 Haleon shares in Q4 2024, an estimated $4.23K.
  • Voisard Asset Management Group first reported a position in Haleon in Q4 2023 and held it in 4 quarters.
  • Voisard Asset Management Group's Haleon position peaked at $4.23K in Q3 2024.
  • 609 funds tracked by Wall St. Rank held Haleon as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.