CIA
HLF icon

CSat Investment Advisory’s Herbalife HLF Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-552
Closed -$26K – 716
2020
Q3 		$26K Buy
552
+66
+14% +$3.24K ﹤0.01% 798
2020
Q2 		$22K Buy
486
+55
+13% +$2.14K ﹤0.01% 806
2020
Q1 		$13K Buy
431
+77
+22% +$2.87K ﹤0.01% 825
2019
Q4 		$17K Buy
354
+44
+14% +$1.91K ﹤0.01% 838
2019
Q3 		$12K Buy
310
+44
+17% +$1.72K ﹤0.01% 855
2019
Q2 		$11K Buy
+266
New +$12.6K ﹤0.01% 842

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return

CSat Investment Advisory's HLF Position: Q4 2020 in Review

CSat Investment Advisory sold out of Herbalife (HLF) in Q4 2020, closing a stake of 552 shares — an estimated $26K sold.

CSat Investment Advisory first reported a position in HLF in Q2 2019 and held it in 6 quarters. The position peaked at $26K in Q3 2020. 253 funds tracked by Wall St. Rank hold HLF as of Q4 2020.

  • CSat Investment Advisory reported no remaining Herbalife position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 552 Herbalife shares in Q4 2020, an estimated $26K.
  • CSat Investment Advisory first reported a position in Herbalife in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Herbalife position peaked at $26K in Q3 2020.
  • 253 funds tracked by Wall St. Rank held Herbalife as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.