Berman Capital Advisors’s Herbalife HLF Stock Holding History

Berman Capital 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 Q3	$20K	Buy	494 +100	+25%	+$4.95K	﹤0.01%	982
2021 Q2	$20K	Buy	394 +345	+704%	+$17.2K	﹤0.01%	907
2021 Q1	$2K	Hold	49	–	–	﹤0.01%	1515
2020 Q4	$2K	Hold	49	–	–	﹤0.01%	1405
2020 Q3	$2K	Hold	49	–	–	﹤0.01%	1295
2020 Q2	$2K	Hold	49	–	–	﹤0.01%	1276
2020 Q1	$1K	Buy	+49	New	+$1.82K	﹤0.01%	1304

Other funds holding HLF

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

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

CIP

CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return

BCM

Bronte Capital Management Bondi Junction, Australia $931M AUM 47.97% 1-Year Est. Return

Berman Capital Advisors's HLF Position: Q3 2021 in Review

Berman Capital Advisors increased its Herbalife (HLF) stake by 25% in Q3 2021, buying an estimated $4.95K and bringing the position to 494 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

Berman Capital Advisors first reported a position in HLF in Q1 2020 and has held it in 7 quarters since. 231 funds tracked by Wall St. Rank hold HLF as of Q3 2021.

Berman Capital Advisors held 494 shares of Herbalife worth $20K as of Q3 2021.
Berman Capital Advisors bought 100 Herbalife shares in Q3 2021, an estimated $4.95K.
Herbalife made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #982 holding.
Berman Capital Advisors first reported a position in Herbalife in Q1 2020 and has held it in 7 quarters since.
231 funds tracked by Wall St. Rank held Herbalife as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.