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Edge Wealth Management’s Herbalife HLF Stock Holding History

Edge Wealth Management’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
Q1 		– Sell
-27,739
Closed -$407K – 78
2022
Q4 		$407K Hold
27,739
– – 0.09% 57
2022
Q3 		$565K Hold
27,739
– – 0.12% 50
2022
Q2 		$567K Hold
27,739
– – 0.12% 51
2022
Q1 		$842K Buy
27,739
+8,521
+44% +$333K 0.17% 51
2021
Q4 		$787K Hold
19,218
– – 0.14% 57
2021
Q3 		$814K Hold
19,218
– – 0.16% 56
2021
Q2 		$1.01M Hold
19,218
– – 0.21% 55
2021
Q1 		$853K Buy
19,218
+14,199
+283% +$700K 0.18% 58
2020
Q4 		$240K Buy
+5,019
New +$242K 0.05% 88

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 $2.49B AUM 10.92% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
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
ACM
Alua Capital Management New York $103M AUM 11.88% 1-Year Est. Return

Edge Wealth Management's HLF Position: Q1 2023 in Review

Edge Wealth Management sold out of Herbalife (HLF) in Q1 2023, closing a stake of 27,739 shares — an estimated $407K sold.

Edge Wealth Management first reported a position in HLF in Q4 2020 and held it in 9 quarters. The position peaked at $1.01M in Q2 2021. 210 funds tracked by Wall St. Rank hold HLF as of Q1 2023.

  • Edge Wealth Management reported no remaining Herbalife position as of Q1 2023 after selling out during the quarter.
  • Edge Wealth Management sold 27,739 Herbalife shares in Q1 2023, an estimated $407K.
  • Edge Wealth Management first reported a position in Herbalife in Q4 2020 and held it in 9 quarters.
  • Edge Wealth Management's Herbalife position peaked at $1.01M in Q2 2021.
  • 210 funds tracked by Wall St. Rank held Herbalife as of Q1 2023.

Based on Edge Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.