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Western Pacific Wealth Management’s Haleon HLN Stock Holding History

Western Pacific Wealth 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
-97
Closed -$1.03K – 237
2024
Q3 		$1.03K Hold
97
– – ﹤0.01% 244
2024
Q2 		$799 Buy
97
+1
+1% +$8 ﹤0.01% 220
2024
Q1 		$811 Hold
96
– – ﹤0.01% 282
2023
Q4 		$786 Buy
96
+1
+1% +$8 ﹤0.01% 229
2023
Q3 		$791 Hold
95
– – ﹤0.01% 262
2023
Q2 		$796 Hold
95
– – ﹤0.01% 267
2023
Q1 		$773 Hold
95
– – ﹤0.01% 279
2022
Q4 		$760 Hold
95
– – ﹤0.01% 273
2022
Q3 		$0 Buy
+95
New +$615 ﹤0.01% 240

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

Western Pacific Wealth Management's HLN Position: Q4 2024 in Review

Western Pacific Wealth Management sold out of Haleon (HLN) in Q4 2024, closing a stake of 97 shares — an estimated $1.03K sold.

Western Pacific Wealth Management first reported a position in HLN in Q3 2022 and held it in 9 quarters. The position peaked at $1.03K in Q3 2024. 609 funds tracked by Wall St. Rank hold HLN as of Q4 2024.

  • Western Pacific Wealth Management reported no remaining Haleon position as of Q4 2024 after selling out during the quarter.
  • Western Pacific Wealth Management sold 97 Haleon shares in Q4 2024, an estimated $1.03K.
  • Western Pacific Wealth Management first reported a position in Haleon in Q3 2022 and held it in 9 quarters.
  • Western Pacific Wealth Management's Haleon position peaked at $1.03K in Q3 2024.
  • 609 funds tracked by Wall St. Rank held Haleon as of Q4 2024.

Based on Western Pacific Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.