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Disciplined Investments’s Herbalife HLF Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-16
Closed -$212 – 726
2023
Q2 		$212 Sell
16
-1
-6% -$14 ﹤0.01% 1483
2023
Q1 		$274 Buy
+17
New +$301 ﹤0.01% 1421
2022
Q4 		– Sell
-20
Closed – – 1664
2022
Q3 		$0 Buy
+20
New +$495 ﹤0.01% 1377
2022
Q2 		– Sell
-16
Closed – – 1412
2022
Q1 		$0 Buy
+16
New +$626 ﹤0.01% 1451

Other funds holding HLF

ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
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
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Disciplined Investments's HLF Position: Q3 2023 in Review

Disciplined Investments sold out of Herbalife (HLF) in Q3 2023, closing a stake of 16 shares — an estimated $212 sold.

Disciplined Investments first reported a position in HLF in Q1 2022 and held it in 4 quarters. The position peaked at $274 in Q1 2023. 197 funds tracked by Wall St. Rank hold HLF as of Q3 2023.

  • Disciplined Investments reported no remaining Herbalife position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 16 Herbalife shares in Q3 2023, an estimated $212.
  • Disciplined Investments first reported a position in Herbalife in Q1 2022 and held it in 4 quarters.
  • Disciplined Investments's Herbalife position peaked at $274 in Q1 2023.
  • 197 funds tracked by Wall St. Rank held Herbalife as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.