Zurich Cantonal Bank
HLN icon

Zurich Cantonal Bank’s Haleon HLN Stock Holding History

Zurich Cantonal Bank’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
2025
Q1 		– Sell
-30
Closed -$286 – 2651
2024
Q4 		$286 Hold
30
– – ﹤0.01% 2636
2024
Q3 		$317 Hold
30
– – ﹤0.01% 2647
2024
Q2 		$248 Hold
30
– – ﹤0.01% 2637
2024
Q1 		$255 Hold
30
– – ﹤0.01% 2678
2023
Q4 		$247 Hold
30
– – ﹤0.01% 2705
2023
Q3 		$250 Hold
30
– – ﹤0.01% 2774
2023
Q2 		$251 Hold
30
– – ﹤0.01% 2780
2023
Q1 		$244 Hold
30
– – ﹤0.01% 2836
2022
Q4 		$240 Hold
30
– – ﹤0.01% 2840
2022
Q3 		$0 Buy
+30
New +$194 ﹤0.01% 2913

Other funds holding HLN

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Zurich Cantonal Bank's HLN Position: Q1 2025 in Review

Zurich Cantonal Bank sold out of Haleon (HLN) in Q1 2025, closing a stake of 30 shares — an estimated $286 sold.

Zurich Cantonal Bank first reported a position in HLN in Q3 2022 and held it in 10 quarters. The position peaked at $317 in Q3 2024. 597 funds tracked by Wall St. Rank hold HLN as of Q1 2025.

  • Zurich Cantonal Bank reported no remaining Haleon position as of Q1 2025 after selling out during the quarter.
  • Zurich Cantonal Bank sold 30 Haleon shares in Q1 2025, an estimated $286.
  • Zurich Cantonal Bank first reported a position in Haleon in Q3 2022 and held it in 10 quarters.
  • Zurich Cantonal Bank's Haleon position peaked at $317 in Q3 2024.
  • 597 funds tracked by Wall St. Rank held Haleon as of Q1 2025.

Based on Zurich Cantonal Bank's 13F filing for Q1 2025, filed 7 May 2025.