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Aperio Group’s Herbalife HLF Stock Holding History

Aperio Group’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
2020
Q4 		$3.06M Buy
63,602
+3,913
+7% +$189K 0.01% 1048
2020
Q3 		$2.79M Sell
59,689
-226
-0.4% -$11.1K 0.01% 968
2020
Q2 		$2.69M Sell
59,915
-22,282
-27% -$865K 0.01% 971
2020
Q1 		$2.4M Buy
82,197
+15,379
+23% +$572K 0.01% 947
2019
Q4 		$3.19M Buy
66,818
+2,152
+3% +$93.2K 0.01% 891
2019
Q3 		$2.45M Sell
64,666
-21,984
-25% -$858K 0.01% 969
2019
Q2 		$3.71M Sell
86,650
-54,586
-39% -$2.58M 0.02% 819
2019
Q1 		$7.48M Buy
141,236
+30,860
+28% +$1.77M 0.03% 550
2018
Q4 		$6.51M Buy
110,376
+19,285
+21% +$1.06M 0.03% 544
2018
Q3 		$4.97M Buy
91,091
+9,633
+12% +$532K 0.02% 687
2018
Q2 		$4.38M Buy
81,458
+17,530
+27% +$922K 0.02% 717
2018
Q1 		$3.12M Buy
63,928
+13,706
+27% +$582K 0.02% 817
2017
Q4 		$1.7M Sell
50,222
-1,552
-3% -$54.4K 0.01% 1052
2017
Q3 		$1.76M Buy
51,774
+3,006
+6% +$103K 0.01% 988
2017
Q2 		$1.74M Buy
48,768
+1,602
+3% +$54K 0.01% 962
2017
Q1 		$1.37M Buy
47,166
+2,578
+6% +$71.7K 0.01% 1021
2016
Q4 		$1.07M Buy
44,588
+16,700
+60% +$456K 0.01% 1099
2016
Q3 		$864K Buy
27,888
+2,810
+11% +$88.7K 0.01% 1172
2016
Q2 		$734K Buy
25,078
+2,512
+11% +$75.2K 0.01% 1210
2016
Q1 		$695K Buy
22,566
+384
+2% +$9.91K 0.01% 1209
2015
Q4 		$595K Buy
22,182
+2,434
+12% +$67.6K 0.01% 1247
2015
Q3 		$538K Buy
19,748
+2,174
+12% +$59.6K 0.01% 1256
2015
Q2 		$484K Buy
+17,574
New +$425K 0.01% 1341
2015
Q1 		– Sell
-15,842
Closed -$299K – 1977
2014
Q4 		$299K Buy
15,842
+2,954
+23% +$63.2K ﹤0.01% 1515
2014
Q3 		$282K Sell
12,888
-884
-6% -$23.6K ﹤0.01% 1421
2014
Q2 		$444K Buy
13,772
+918
+7% +$28.1K 0.01% 1188
2014
Q1 		$368K Buy
+12,854
New +$425K 0.01% 1486
2013
Q4 		– Sell
-12,932
Closed -$448K – 1222
2013
Q3 		$451K Buy
+12,932
New +$400K 0.01% 1178

Other funds holding HLF

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DVI
Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return

Aperio Group's HLF Position: Q4 2020 in Review

Aperio Group increased its Herbalife (HLF) stake by 6.6% in Q4 2020, buying an estimated $189K and bringing the position to 63,602 shares worth $3.06M. The position accounts for 0.01% of the portfolio, ranked #1048.

Aperio Group first reported a position in HLF in Q3 2013 and has held it in 28 quarters since. The position peaked at $7.48M in Q1 2019. 253 funds tracked by Wall St. Rank hold HLF as of Q4 2020.

  • Aperio Group held 63,602 shares of Herbalife worth $3.06M as of Q4 2020.
  • Aperio Group bought 3,913 Herbalife shares in Q4 2020, an estimated $189K.
  • Herbalife made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1048 holding.
  • Aperio Group first reported a position in Herbalife in Q3 2013 and has held it in 28 quarters since.
  • Aperio Group's Herbalife position peaked at $7.48M in Q1 2019.
  • 253 funds tracked by Wall St. Rank held Herbalife as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.