BerganKDV Wealth Management’s Herbalife HLF Stock Holding History

BerganKDV Wealth Management’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
2023 Q2	–	Sell	-32	Closed	-$516	–	960
2023 Q1	$516	Hold	32	–	–	﹤0.01%	967
2022 Q4	$476	Sell	32 -20	-38%	-$348	﹤0.01%	953
2022 Q3	$1K	Sell	52 -21	-29%	-$520	﹤0.01%	893
2022 Q2	$1K	Hold	73	–	–	﹤0.01%	908
2022 Q1	$2K	Hold	73	–	–	﹤0.01%	855
2021 Q4	$3K	Hold	73	–	–	﹤0.01%	861
2021 Q3	$3K	Hold	73	–	–	﹤0.01%	824
2021 Q2	$4K	Hold	73	–	–	﹤0.01%	729
2021 Q1	$3K	Hold	73	–	–	﹤0.01%	734
2020 Q4	$4K	Buy	73 +21	+40%	+$1.01K	﹤0.01%	691
2020 Q3	$2K	Hold	52	–	–	﹤0.01%	702
2020 Q2	$2K	Hold	52	–	–	﹤0.01%	751
2020 Q1	$2K	Hold	52	–	–	﹤0.01%	735
2019 Q4	$2K	Buy	+52	New	+$2.25K	﹤0.01%	771

Other funds holding HLF

Route One Investment Company San Francisco, California $2.28B AUM 11.7% 1-Year Est. Return

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

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bronte Capital Management Bondi Junction, Australia $928M AUM 47.99% 1-Year Est. Return

Camber Capital Management Boston, Massachusetts $718M AUM 8.19% 1-Year Est. Return