Westover Capital Advisors’s Halozyme HALO Stock Holding History

Westover Capital Advisors’s Portfolio HALO Stock Details HALO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-13,164	Closed	-$503K	–	182
2023 Q1	$503K	Sell	13,164 -200	-1%	-$9.38K	0.19%	94
2022 Q4	$760K	Buy	+13,364	New	+$684K	0.3%	75
2021 Q3	–	Sell	-6,218	Closed	-$282K	–	176
2021 Q2	$282K	Buy	+6,218	New	+$275K	0.09%	149

Other funds holding HALO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Westover Capital Advisors's HALO Position: Q2 2023 in Review

Westover Capital Advisors sold out of Halozyme (HALO) in Q2 2023, closing a stake of 13,164 shares — an estimated $503K sold.

Westover Capital Advisors first reported a position in HALO in Q2 2021 and held it in 3 quarters. The position peaked at $760K in Q4 2022. 370 funds tracked by Wall St. Rank hold HALO as of Q2 2023.

Westover Capital Advisors reported no remaining Halozyme position as of Q2 2023 after selling out during the quarter.
Westover Capital Advisors sold 13,164 Halozyme shares in Q2 2023, an estimated $503K.
Westover Capital Advisors first reported a position in Halozyme in Q2 2021 and held it in 3 quarters.
Westover Capital Advisors's Halozyme position peaked at $760K in Q4 2022.
370 funds tracked by Wall St. Rank held Halozyme as of Q2 2023.

Based on Westover Capital Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.