CA Family Wealth’s Herbalife HLF Stock Holding History

CA Family Wealth’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
2020 Q1	–	Sell	-4,404	Closed	-$210K	–	84
2019 Q4	$210K	Buy	+4,404	New	+$191K	0.14%	121

Other funds holding HLF

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

DVI

Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

BCM

Bronte Capital Management Bondi Junction, Australia $1.01B AUM 47.99% 1-Year Est. Return

CCM

Candlestick Capital Management Greenwich, Connecticut $4.12B AUM 50.27% 1-Year Est. Return

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

CA Family Wealth's HLF Position: Q1 2020 in Review

CA Family Wealth sold out of Herbalife (HLF) in Q1 2020, closing a stake of 4,404 shares — an estimated $210K sold.

CA Family Wealth first reported a position in HLF in Q4 2019 and held it in 1 quarter. The position peaked at $210K in Q4 2019. 195 funds tracked by Wall St. Rank hold HLF as of Q1 2020.

CA Family Wealth reported no remaining Herbalife position as of Q1 2020 after selling out during the quarter.
CA Family Wealth sold 4,404 Herbalife shares in Q1 2020, an estimated $210K.
CA Family Wealth first reported a position in Herbalife in Q4 2019 and held it in 1 quarter.
CA Family Wealth's Herbalife position peaked at $210K in Q4 2019.
195 funds tracked by Wall St. Rank held Herbalife as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.