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WR Wealth Planners’s Haleon HLN Stock Holding History

WR Wealth Planners’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
-140
Closed -$1.48K – 1143
2024
Q3 		$1.48K Hold
140
– – ﹤0.01% 941
2024
Q2 		$1.16K Sell
140
-40,896
-100% -$342K ﹤0.01% 942
2024
Q1 		$348K Buy
41,036
+2,959
+8% +$24.7K 0.11% 124
2023
Q4 		$313K Buy
38,077
+4,931
+15% +$40.6K 0.12% 141
2023
Q3 		$276K Buy
33,146
+1,637
+5% +$13.6K 0.11% 141
2023
Q2 		$264K Buy
31,509
+1,469
+5% +$12.5K 0.1% 143
2023
Q1 		$245K Buy
30,040
+9,956
+50% +$79.4K 0.11% 138
2022
Q4 		$161K Buy
+20,084
New +$137K 0.1% 116

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

WR Wealth Planners's HLN Position: Q4 2024 in Review

WR Wealth Planners sold out of Haleon (HLN) in Q4 2024, closing a stake of 140 shares — an estimated $1.48K sold.

WR Wealth Planners first reported a position in HLN in Q4 2022 and held it in 8 quarters. The position peaked at $348K in Q1 2024. 610 funds tracked by Wall St. Rank hold HLN as of Q4 2024.

  • WR Wealth Planners reported no remaining Haleon position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 140 Haleon shares in Q4 2024, an estimated $1.48K.
  • WR Wealth Planners first reported a position in Haleon in Q4 2022 and held it in 8 quarters.
  • WR Wealth Planners's Haleon position peaked at $348K in Q1 2024.
  • 610 funds tracked by Wall St. Rank held Haleon as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.