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Calvert Investment Management’s Herbalife HLF Stock Holding History

Calvert Investment 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
2016
Q4 		– Sell
-11,242
Closed -$348K – 813
2016
Q3 		$348K Buy
11,242
+906
+9% +$28.6K 0.01% 617
2016
Q2 		$302K Buy
10,336
+560
+6% +$16.8K 0.01% 629
2016
Q1 		$301K Buy
9,776
+636
+7% +$16.4K 0.01% 595
2015
Q4 		$245K Buy
+9,140
New +$254K 0.01% 619

Other funds holding HLF

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Capital Research Global Investors
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Calvert Investment Management's HLF Position: Q4 2016 in Review

Calvert Investment Management sold out of Herbalife (HLF) in Q4 2016, closing a stake of 11,242 shares — an estimated $348K sold.

Calvert Investment Management first reported a position in HLF in Q4 2015 and held it in 4 quarters. The position peaked at $348K in Q3 2016. 210 funds tracked by Wall St. Rank hold HLF as of Q4 2016.

  • Calvert Investment Management reported no remaining Herbalife position as of Q4 2016 after selling out during the quarter.
  • Calvert Investment Management sold 11,242 Herbalife shares in Q4 2016, an estimated $348K.
  • Calvert Investment Management first reported a position in Herbalife in Q4 2015 and held it in 4 quarters.
  • Calvert Investment Management's Herbalife position peaked at $348K in Q3 2016.
  • 210 funds tracked by Wall St. Rank held Herbalife as of Q4 2016.

Based on Calvert Investment Management's 13F filing for Q4 2016, filed 13 Feb 2017.