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Cypress Capital’s Herbalife HLF Stock Holding History

Cypress Capital’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
Q3 		– Sell
-16
Closed -$166 – 196
2024
Q2 		$166 Buy
+16
New +$160 ﹤0.01% 373
2021
Q3 		– Sell
-16
Closed -$1K – 201
2021
Q2 		$1K Hold
16
– – ﹤0.01% 73
2021
Q1 		$1K Hold
16
– – ﹤0.01% 100
2020
Q4 		$1K Buy
+16
New +$772 ﹤0.01% 92

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ROIC
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WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $2.28B AUM 7.31% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return