ZB
HLN icon

Zions Bancorporation’s Haleon HLN Stock Holding History

Zions Bancorporation’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 		$7.59K Sell
796
-259
-25% -$2.53K ﹤0.01% 658
2024
Q3 		$11.2K Sell
1,055
-209
-17% -$2.02K ﹤0.01% 609
2024
Q2 		$10.4K Buy
1,264
+63
+5% +$527 ﹤0.01% 658
2024
Q1 		$10.2K Hold
1,201
– – ﹤0.01% 671
2023
Q4 		$9.88K Hold
1,201
– – ﹤0.01% 658
2023
Q3 		$10K Sell
1,201
-282
-19% -$2.35K ﹤0.01% 632
2023
Q2 		$12.4K Buy
1,483
+282
+23% +$2.41K ﹤0.01% 603
2023
Q1 		$9.78K Sell
1,201
-922
-43% -$7.35K ﹤0.01% 646
2022
Q4 		$17K Buy
2,123
+1,450
+215% +$9.87K ﹤0.01% 599
2022
Q3 		$4K Buy
+673
New +$4.36K ﹤0.01% 804

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 27.5% 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

Zions Bancorporation's HLN Position: Q4 2024 in Review

Zions Bancorporation reduced its Haleon (HLN) stake by 25% in Q4 2024, selling an estimated $2.53K and leaving 796 shares worth $7.59K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Zions Bancorporation first reported a position in HLN in Q3 2022 and has held it in 10 quarters since. The position peaked at $17K in Q4 2022. 610 funds tracked by Wall St. Rank hold HLN as of Q4 2024.

  • Zions Bancorporation held 796 shares of Haleon worth $7.59K as of Q4 2024.
  • Zions Bancorporation sold 259 Haleon shares in Q4 2024, an estimated $2.53K.
  • Haleon made up ﹤0.01% of Zions Bancorporation's portfolio in Q4 2024, its #658 holding.
  • Zions Bancorporation first reported a position in Haleon in Q3 2022 and has held it in 10 quarters since.
  • Zions Bancorporation's Haleon position peaked at $17K in Q4 2022.
  • 610 funds tracked by Wall St. Rank held Haleon as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.