Crewe Advisors’s Herbalife HLF Stock Holding History

Crewe 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
2022 Q4	–	Sell	-33	Closed	-$1K	–	1128
2022 Q3	$1K	Hold	33	–	–	﹤0.01%	1150
2022 Q2	$1K	Buy	+33	New	+$816	﹤0.01%	1071

Other funds holding HLF

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

ROIC

Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ACM

Alua Capital Management New York $103M AUM 11.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Crewe Advisors's HLF Position: Q4 2022 in Review

Crewe Advisors sold out of Herbalife (HLF) in Q4 2022, closing a stake of 33 shares — an estimated $1K sold.

Crewe Advisors first reported a position in HLF in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 216 funds tracked by Wall St. Rank hold HLF as of Q4 2022.

Crewe Advisors reported no remaining Herbalife position as of Q4 2022 after selling out during the quarter.
Crewe Advisors sold 33 Herbalife shares in Q4 2022, an estimated $1K.
Crewe Advisors first reported a position in Herbalife in Q2 2022 and held it in 2 quarters.
Crewe Advisors's Herbalife position peaked at $1K in Q3 2022.
216 funds tracked by Wall St. Rank held Herbalife as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.