WI
HLN icon

Wintrust Investments’s Haleon HLN Stock Holding History

Wintrust Investments’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
-2,545
Closed -$26K – 464
2024
Q3 		$26K Sell
2,545
-45,631
-95% -$441K 0.02% 433
2024
Q2 		$398K Buy
48,176
+11
+0% +$92 0.03% 324
2024
Q1 		$409K Sell
48,165
-8,916
-16% -$74.5K 0.04% 316
2023
Q4 		$470K Sell
57,081
-4,235
-7% -$34.9K 0.05% 279
2023
Q3 		$511K Sell
61,316
-9,000
-13% -$74.9K 0.05% 255
2023
Q2 		$589K Sell
70,316
-13,833
-16% -$118K 0.06% 248
2023
Q1 		$685K Sell
84,149
-5,571
-6% -$44.4K 0.09% 170
2022
Q4 		$718K Buy
89,720
+9,403
+12% +$64K 0.09% 171
2022
Q3 		$489K Buy
+80,317
New +$520K 0.06% 232

Other funds holding HLN

P
Pfizer New York $170M AUM 191.09% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wintrust Investments's HLN Position: Q4 2024 in Review

Wintrust Investments sold out of Haleon (HLN) in Q4 2024, closing a stake of 2,545 shares — an estimated $26K sold.

Wintrust Investments first reported a position in HLN in Q3 2022 and held it in 9 quarters. The position peaked at $718K in Q4 2022. 610 funds tracked by Wall St. Rank hold HLN as of Q4 2024.

  • Wintrust Investments reported no remaining Haleon position as of Q4 2024 after selling out during the quarter.
  • Wintrust Investments sold 2,545 Haleon shares in Q4 2024, an estimated $26K.
  • Wintrust Investments first reported a position in Haleon in Q3 2022 and held it in 9 quarters.
  • Wintrust Investments's Haleon position peaked at $718K in Q4 2022.
  • 610 funds tracked by Wall St. Rank held Haleon as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.