BC
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Burney Company’s Herbalife HLF Stock Holding History

Burney Company’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
2022
Q1 		– Sell
-6,200
Closed -$254K – 582
2021
Q4 		$254K Hold
6,200
– – 0.01% 527
2021
Q3 		$263K Hold
6,200
– – 0.01% 502
2021
Q2 		$327K Hold
6,200
– – 0.02% 483
2021
Q1 		$275K Hold
6,200
– – 0.01% 494
2020
Q4 		$298K Sell
6,200
-1,580
-20% -$76.2K 0.02% 446
2020
Q3 		$363K Sell
7,780
-176
-2% -$8.64K 0.02% 389
2020
Q2 		$358K Buy
7,956
+176
+2% +$6.83K 0.02% 375
2020
Q1 		$227K Hold
7,780
– – 0.02% 387
2019
Q4 		$371K Hold
7,780
– – 0.02% 370
2019
Q3 		$295K Sell
7,780
-50
-0.6% -$1.95K 0.02% 377
2019
Q2 		$335K Sell
7,830
-53
-0.7% -$2.51K 0.02% 373
2019
Q1 		$418K Buy
7,883
+53
+0.7% +$3.04K 0.03% 342
2018
Q4 		$462K Buy
+7,830
New +$432K 0.03% 316
2018
Q3 		– Sell
-7,830
Closed -$421K – 454
2018
Q2 		$421K Buy
+7,830
New +$412K 0.02% 337
2018
Q1 		– Sell
-8,640
Closed -$293K – 429
2017
Q4 		$293K Buy
+8,640
New +$303K 0.02% 349
2013
Q4 		– Sell
-7,138
Closed -$249K – 414
2013
Q3 		$249K Sell
7,138
-20,660
-74% -$639K 0.03% 368
2013
Q2 		$627K Buy
+27,798
New +$592K 0.08% 229

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WPL
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Alua Capital Management New York $915M AUM 8.41% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DVI
Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return