Ellevest Inc’s Herbalife HLF Stock Holding History

Ellevest Inc’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	-202	Closed	-$3.01K	–	1979
2022 Q4	$3.01K	Buy	202 +135	+201%	+$2.35K	﹤0.01%	1307
2022 Q3	$1K	Buy	+67	New	+$1.66K	﹤0.01%	1465

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

ACM

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

Ellevest Inc's HLF Position: Q1 2023 in Review

Ellevest Inc sold out of Herbalife (HLF) in Q1 2023, closing a stake of 202 shares — an estimated $3.01K sold.

Ellevest Inc first reported a position in HLF in Q3 2022 and held it in 2 quarters. The position peaked at $3.01K in Q4 2022. 210 funds tracked by Wall St. Rank hold HLF as of Q1 2023.

Ellevest Inc reported no remaining Herbalife position as of Q1 2023 after selling out during the quarter.
Ellevest Inc sold 202 Herbalife shares in Q1 2023, an estimated $3.01K.
Ellevest Inc first reported a position in Herbalife in Q3 2022 and held it in 2 quarters.
Ellevest Inc's Herbalife position peaked at $3.01K in Q4 2022.
210 funds tracked by Wall St. Rank held Herbalife as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.