Bank of Montreal
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Bank of Montreal’s Herbalife HLF Stock Holding History

Bank of Montreal’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
2025
Q1 		– Sell
-75,000
Closed -$502K – 3602
2024
Q4 		$502K Buy
+75,000
New +$557K ﹤0.01% 2233
2020
Q1 		– Sell
-368,200
Closed -$17.6M – 4340
2019
Q4 		$17.6M Buy
368,200
+63,700
+21% +$2.76M 0.01% 731
2019
Q3 		$11.5M Buy
304,500
+109,500
+56% +$4.27M 0.01% 825
2019
Q2 		$8.34M Buy
+195,000
New +$9.23M 0.01% 977
2018
Q1 		– Sell
-26,200
Closed -$887K – 4229
2017
Q4 		$887K Buy
+26,200
New +$918K ﹤0.01% 2019
2017
Q2 		– Sell
-1,060,000
Closed -$30.8M – 4205
2017
Q1 		$30.8M Sell
1,060,000
-740,000
-41% -$20.6M 0.03% 440
2016
Q4 		$44.1M Buy
1,800,000
+800,000
+80% +$21.8M 0.05% 330
2016
Q3 		$31M Buy
+1,000,000
New +$31.6M 0.03% 416
2016
Q2 		– Sell
-753,600
Closed -$23.2M – 4179
2016
Q1 		$23.2M Buy
+753,600
New +$19.5M 0.02% 442
2015
Q1 		– Sell
-30,000
Closed -$566K – 4072
2014
Q4 		$566K Hold
30,000
– – ﹤0.01% 2002
2014
Q3 		$656K Sell
30,000
-25,200
-46% -$673K ﹤0.01% 1960
2014
Q2 		$1.78M Buy
55,200
+5,200
+10% +$159K ﹤0.01% 1508
2014
Q1 		$1.43M Buy
+50,000
New +$1.65M ﹤0.01% 1489
2013
Q4 		– Sell
-80,000
Closed -$2.79M – 3810
2013
Q3 		$2.79M Buy
+80,000
New +$2.47M ﹤0.01% 1009

Other funds holding HLF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BCM
Bronte Capital Management Bondi Junction, Australia $931M AUM 47.97% 1-Year Est. Return

Bank of Montreal's HLF Position: Q1 2025 in Review

Bank of Montreal sold out of Herbalife (HLF) in Q1 2025, closing a stake of 6,549 shares — an estimated $43.8K sold.

Bank of Montreal first reported a position in HLF in Q2 2013 and held it in 47 quarters. The position peaked at $54.6M in Q1 2018. 214 funds tracked by Wall St. Rank hold HLF as of Q1 2025.

  • Bank of Montreal reported no remaining Herbalife position as of Q1 2025 after selling out during the quarter.
  • Bank of Montreal sold 6,549 Herbalife shares in Q1 2025, an estimated $43.8K.
  • Bank of Montreal first reported a position in Herbalife in Q2 2013 and held it in 47 quarters.
  • Bank of Montreal's Herbalife position peaked at $54.6M in Q1 2018.
  • 214 funds tracked by Wall St. Rank held Herbalife as of Q1 2025.

Based on Bank of Montreal's 13F filing for Q1 2025, filed 13 May 2025.