Capital Research Global Investors
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Capital Research Global Investors’s Herbalife HLF Stock Holding History

Capital Research Global Investors’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
Q2 		– Sell
-4,802,262
Closed -$146M – 438
2022
Q1 		$146M Sell
4,802,262
-3,330,028
-41% -$130M 0.04% 272
2021
Q4 		$333M Sell
8,132,290
-4,664,839
-36% -$194M 0.07% 203
2021
Q3 		$542M Sell
12,797,129
-5,611,072
-30% -$277M 0.13% 157
2021
Q2 		$971M Sell
18,408,201
-1,826
-0% -$90.8K 0.23% 103
2021
Q1 		$817M Buy
18,410,027
+5,732
+0% +$283K 0.2% 118
2020
Q4 		$884M Buy
18,404,295
+4,629
+0% +$223K 0.23% 106
2020
Q3 		$858M Buy
18,399,666
+1,844
+0% +$90.5K 0.26% 88
2020
Q2 		$828M Sell
18,397,822
-140,641
-0.8% -$5.46M 0.26% 85
2020
Q1 		$541M Buy
18,538,463
+659
+0% +$24.5K 0.21% 102
2019
Q4 		$884M Buy
18,537,804
+10,565
+0.1% +$458K 0.27% 89
2019
Q3 		$701M Sell
18,527,239
-132,078
-0.7% -$5.16M 0.23% 102
2019
Q2 		$798M Buy
18,659,317
+2,840,816
+18% +$135M 0.25% 89
2019
Q1 		$838M Sell
15,818,501
-488,578
-3% -$28.1M 0.27% 82
2018
Q4 		$961M Buy
16,307,079
+3,720,807
+30% +$205M 0.33% 63
2018
Q3 		$687M Sell
12,586,272
-3,654,486
-23% -$202M 0.2% 105
2018
Q2 		$872M Sell
16,240,758
-5,600,572
-26% -$294M 0.24% 98
2018
Q1 		$1.06B Sell
21,841,330
-200
-0% -$8.49K 0.3% 84
2017
Q4 		$740M Sell
21,841,530
-1,152,390
-5% -$40.4M 0.22% 110
2017
Q3 		$780M Buy
22,993,920
+176,598
+0.8% +$6.04M 0.24% 110
2017
Q2 		$814M Buy
22,817,322
+19,818
+0.1% +$668K 0.25% 104
2017
Q1 		$663M Buy
22,797,504
+7,222,462
+46% +$201M 0.21% 117
2016
Q4 		$375M Sell
15,575,042
-842
-0% -$23K 0.12% 164
2016
Q3 		$483M Buy
15,575,884
+2,235,402
+17% +$70.6M 0.16% 140
2016
Q2 		$390M Buy
13,340,482
+3,241,736
+32% +$97M 0.13% 154
2016
Q1 		$311M Sell
10,098,746
-10,968,200
-52% -$283M 0.11% 179
2015
Q4 		$565M Sell
21,066,946
-1,590,720
-7% -$44.2M 0.19% 122
2015
Q3 		$617M Buy
22,657,666
+298,000
+1% +$8.16M 0.22% 110
2015
Q2 		$616M Hold
22,359,666
– – 0.2% 116
2015
Q1 		$478M Buy
22,359,666
+32,600
+0.1% +$557K 0.16% 137
2014
Q4 		$421M Buy
22,327,066
+38,064
+0.2% +$815K 0.14% 155
2014
Q3 		$488M Buy
22,289,002
+15,168,332
+213% +$405M 0.17% 142
2014
Q2 		$230M Buy
+7,120,670
New +$218M 0.08% 211

Other funds holding HLF

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
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.13B AUM 8.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bronte Capital Management Bondi Junction, Australia $1.01B AUM 47.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors's HLF Position: Q2 2022 in Review

Capital Research Global Investors sold out of Herbalife (HLF) in Q2 2022, closing a stake of 4,802,262 shares — an estimated $146M sold.

Capital Research Global Investors first reported a position in HLF in Q2 2014 and held it in 32 quarters. The position peaked at $1.06B in Q1 2018. 204 funds tracked by Wall St. Rank hold HLF as of Q2 2022.

  • Capital Research Global Investors reported no remaining Herbalife position as of Q2 2022 after selling out during the quarter.
  • Capital Research Global Investors sold 4,802,262 Herbalife shares in Q2 2022, an estimated $146M.
  • Capital Research Global Investors first reported a position in Herbalife in Q2 2014 and held it in 32 quarters.
  • Capital Research Global Investors's Herbalife position peaked at $1.06B in Q1 2018.
  • 204 funds tracked by Wall St. Rank held Herbalife as of Q2 2022.

Based on Capital Research Global Investors's 13F filing for Q2 2022, filed 15 Aug 2022.