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Blue Trust Inc’s Herbalife HLF Stock Holding History

Blue Trust Inc’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
2024
Q4 		– Sell
-90
Closed -$935 – 2677
2024
Q3 		$935 Buy
+90
New +$829 ﹤0.01% 2705
2024
Q1 		– Sell
-38
Closed -$1K – 2429
2023
Q4 		$1K Sell
38
-142
-79% -$1.96K ﹤0.01% 2327
2023
Q3 		$2K Hold
180
– – ﹤0.01% 1815
2023
Q2 		$3K Hold
180
– – ﹤0.01% 1660
2023
Q1 		$3K Hold
180
– – ﹤0.01% 1920
2022
Q4 		$4K Buy
180
+90
+100% +$1.57K ﹤0.01% 1785
2022
Q3 		$2K Hold
90
– – ﹤0.01% 1788
2022
Q2 		$3K Buy
+90
New +$2.23K ﹤0.01% 1571

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 $5.42B AUM 22.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Blue Trust Inc's HLF Position: Q4 2024 in Review

Blue Trust Inc sold out of Herbalife (HLF) in Q4 2024, closing a stake of 90 shares — an estimated $935 sold.

Blue Trust Inc first reported a position in HLF in Q2 2022 and held it in 8 quarters. The position peaked at $4K in Q4 2022. 199 funds tracked by Wall St. Rank hold HLF as of Q4 2024.

  • Blue Trust Inc reported no remaining Herbalife position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 90 Herbalife shares in Q4 2024, an estimated $935.
  • Blue Trust Inc first reported a position in Herbalife in Q2 2022 and held it in 8 quarters.
  • Blue Trust Inc's Herbalife position peaked at $4K in Q4 2022.
  • 199 funds tracked by Wall St. Rank held Herbalife as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.