Bank Julius Baer & Co
HLF icon

Bank Julius Baer & Co’s Herbalife HLF Stock Holding History

Bank Julius Baer & Co’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
2021
Q4 		– Sell
-4,964
Closed -$210K – 855
2021
Q3 		$210K Buy
+4,964
New +$245K ﹤0.01% 539
2021
Q1 		– Sell
-4,266
Closed -$205K – 851
2020
Q4 		$205K Sell
4,266
-1,014
-19% -$48.9K ﹤0.01% 580
2020
Q3 		$210K Buy
+5,280
New +$259K ﹤0.01% 502

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ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACM
Alua Capital Management New York $103M AUM 11.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DVI
Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank Julius Baer & Co's HLF Position: Q4 2021 in Review

Bank Julius Baer & Co sold out of Herbalife (HLF) in Q4 2021, closing a stake of 4,964 shares — an estimated $210K sold.

Bank Julius Baer & Co first reported a position in HLF in Q3 2020 and held it in 3 quarters. The position peaked at $210K in Q3 2021. 245 funds tracked by Wall St. Rank hold HLF as of Q4 2021.

  • Bank Julius Baer & Co reported no remaining Herbalife position as of Q4 2021 after selling out during the quarter.
  • Bank Julius Baer & Co sold 4,964 Herbalife shares in Q4 2021, an estimated $210K.
  • Bank Julius Baer & Co first reported a position in Herbalife in Q3 2020 and held it in 3 quarters.
  • Bank Julius Baer & Co's Herbalife position peaked at $210K in Q3 2021.
  • 245 funds tracked by Wall St. Rank held Herbalife as of Q4 2021.

Based on Bank Julius Baer & Co's 13F filing for Q4 2021, filed 15 Feb 2022.