Wipfli Financial Advisors’s Haleon HLN Stock Holding History

Wipfli Financial 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
2022 Q3	$77K	Buy	+12,692	New	+$82.1K	0.01%	861

Other funds holding HLN

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BCPEMI

Bain Capital Public Equity Management II Boston, Massachusetts $62.1M AUM 25.46% 1-Year Est. Return

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Wipfli Financial Advisors's HLN Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Haleon (HLN) in Q3 2022: 12,692 shares worth $77K. The stake represents 0.01% of the portfolio and ranks #861 among its holdings.

547 funds tracked by Wall St. Rank hold HLN as of Q3 2022.

Wipfli Financial Advisors held 12,692 shares of Haleon worth $77K as of Q3 2022.
Haleon was a new Wipfli Financial Advisors position in Q3 2022.
Haleon made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #861 holding.
547 funds tracked by Wall St. Rank held Haleon as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.