BSSFA
HLF icon

Baron Silver Stevens Financial Advisors’s Herbalife HLF Stock Holding History

Baron Silver Stevens Financial Advisors’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
Q1 		– Sell
-318
Closed -$15K – 222
2020
Q4 		$15K Buy
+318
New +$15.3K 0.01% 217

Other funds holding HLF

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BCM
Bronte Capital Management Bondi Junction, Australia $931M AUM 47.97% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's HLF Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of Herbalife (HLF) in Q1 2021, closing a stake of 318 shares — an estimated $15K sold.

Baron Silver Stevens Financial Advisors first reported a position in HLF in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 244 funds tracked by Wall St. Rank hold HLF as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining Herbalife position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 318 Herbalife shares in Q1 2021, an estimated $15K.
  • Baron Silver Stevens Financial Advisors first reported a position in Herbalife in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's Herbalife position peaked at $15K in Q4 2020.
  • 244 funds tracked by Wall St. Rank held Herbalife as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.