CAL
HLF icon

Capital Advisors Ltd’s Herbalife HLF Stock Holding History

Capital Advisors Ltd’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
2023
Q2 		– Sell
-73
Closed -$1K – 1400
2023
Q1 		$1K Hold
73
– – ﹤0.01% 1040
2022
Q4 		$1K Sell
73
-61
-46% -$1.06K ﹤0.01% 1009
2022
Q3 		$3K Buy
+134
New +$3.32K ﹤0.01% 746

Other funds holding HLF

ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCM
Bronte Capital Management Bondi Junction, Australia $931M AUM 47.97% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Capital Advisors Ltd's HLF Position: Q2 2023 in Review

Capital Advisors Ltd sold out of Herbalife (HLF) in Q2 2023, closing a stake of 73 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in HLF in Q3 2022 and held it in 3 quarters. The position peaked at $3K in Q3 2022. 192 funds tracked by Wall St. Rank hold HLF as of Q2 2023.

  • Capital Advisors Ltd reported no remaining Herbalife position as of Q2 2023 after selling out during the quarter.
  • Capital Advisors Ltd sold 73 Herbalife shares in Q2 2023, an estimated $1K.
  • Capital Advisors Ltd first reported a position in Herbalife in Q3 2022 and held it in 3 quarters.
  • Capital Advisors Ltd's Herbalife position peaked at $3K in Q3 2022.
  • 192 funds tracked by Wall St. Rank held Herbalife as of Q2 2023.

Based on Capital Advisors Ltd's 13F filing for Q2 2023, filed 26 Jul 2023.