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Capital Performance Advisors’s Herbalife HLF Stock Holding History

Capital Performance Advisors’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
-7
Closed -$50 – 1242
2024
Q3 		$50 Buy
+7
New +$64 ﹤0.01% 2793

Other funds holding HLF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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 $185B AUM 39.58% 1-Year Est. Return

Capital Performance Advisors's HLF Position: Q4 2024 in Review

Capital Performance Advisors sold out of Herbalife (HLF) in Q4 2024, closing a stake of 7 shares — an estimated $50 sold.

Capital Performance Advisors first reported a position in HLF in Q3 2024 and held it in 1 quarter. The position peaked at $50 in Q3 2024. 199 funds tracked by Wall St. Rank hold HLF as of Q4 2024.

  • Capital Performance Advisors reported no remaining Herbalife position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 7 Herbalife shares in Q4 2024, an estimated $50.
  • Capital Performance Advisors first reported a position in Herbalife in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Herbalife position peaked at $50 in Q3 2024.
  • 199 funds tracked by Wall St. Rank held Herbalife as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.