Advisornet Financial’s Herbalife HLF Stock Holding History

Advisornet Financial’s Portfolio HLF Stock Details HLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-25	Closed	-$382	–	2242
2023 Q4	$382	Buy	25 +2	+9%	+$28	﹤0.01%	2170
2023 Q3	$322	Hold	23	–	–	﹤0.01%	2064
2023 Q2	$305	Sell	23 -1	-4%	-$14	﹤0.01%	2147
2023 Q1	$386	Buy	24 +15	+167%	+$265	﹤0.01%	2125
2022 Q4	$134	Buy	+9	New	+$157	﹤0.01%	2258
2022 Q1	–	Sell	-10	Closed	–	–	2069
2021 Q4	$0	Buy	+10	New	+$416	﹤0.01%	2079

Other funds holding HLF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Advisornet Financial's HLF Position: Q1 2024 in Review

Advisornet Financial sold out of Herbalife (HLF) in Q1 2024, closing a stake of 25 shares — an estimated $382 sold.

Advisornet Financial first reported a position in HLF in Q4 2021 and held it in 6 quarters. The position peaked at $386 in Q1 2023. 184 funds tracked by Wall St. Rank hold HLF as of Q1 2024.

Advisornet Financial reported no remaining Herbalife position as of Q1 2024 after selling out during the quarter.
Advisornet Financial sold 25 Herbalife shares in Q1 2024, an estimated $382.
Advisornet Financial first reported a position in Herbalife in Q4 2021 and held it in 6 quarters.
Advisornet Financial's Herbalife position peaked at $386 in Q1 2023.
184 funds tracked by Wall St. Rank held Herbalife as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.