Envestnet Asset Management’s Herbalife HLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $306K | Buy |
+20,770
| New | +$339K | ﹤0.01% | 4258 |
|
|
2025
Q3 | – | Sell |
-13,694
| Closed | -$118K | – | 4576 |
|
|
2025
Q2 | $118K | Buy |
+13,694
| New | +$102K | ﹤0.01% | 4322 |
|
|
2023
Q2 | – | Sell |
-26,323
| Closed | -$239K | – | 4012 |
|
|
2023
Q1 | $239K | Buy |
+26,323
| New | +$466K | ﹤0.01% | 3569 |
|
|
2022
Q2 | – | Sell |
-12,308
| Closed | -$374K | – | 3976 |
|
|
2022
Q1 | $374K | Buy |
12,308
+747
| +6% | +$29.2K | ﹤0.01% | 3306 |
|
|
2021
Q4 | $473K | Sell |
11,561
-439
| -4% | -$18.3K | ﹤0.01% | 3106 |
|
|
2021
Q3 | $509K | Buy |
12,000
+2,105
| +21% | +$104K | ﹤0.01% | 2955 |
|
|
2021
Q2 | $522K | Sell |
9,895
-1,321
| -12% | -$65.7K | ﹤0.01% | 2954 |
|
|
2021
Q1 | $498K | Buy |
11,216
+1,049
| +10% | +$51.7K | ﹤0.01% | 2848 |
|
|
2020
Q4 | $489K | Buy |
10,167
+92
| +0.9% | +$4.44K | ﹤0.01% | 2663 |
|
|
2020
Q3 | $470K | Buy |
10,075
+2,427
| +32% | +$119K | ﹤0.01% | 2499 |
|
|
2020
Q2 | $344K | Buy |
7,648
+14
| +0.2% | +$544 | ﹤0.01% | 2618 |
|
|
2020
Q1 | $223K | Sell |
7,634
-4,320
| -36% | -$161K | ﹤0.01% | 2685 |
|
|
2019
Q4 | $570K | Buy |
11,954
+2,807
| +31% | +$122K | ﹤0.01% | 2377 |
|
|
2019
Q3 | $346K | Sell |
9,147
-960
| -9% | -$37.5K | ﹤0.01% | 2576 |
|
|
2019
Q2 | $432K | Sell |
10,107
-1,645
| -14% | -$77.9K | ﹤0.01% | 2475 |
|
|
2019
Q1 | $623K | Buy |
11,752
+3,154
| +37% | +$181K | ﹤0.01% | 2198 |
|
|
2018
Q4 | $507K | Buy |
+8,598
| New | +$475K | ﹤0.01% | 2148 |
|
|
2018
Q1 | – | Sell |
-314
| Closed | -$11K | – | 2881 |
|
|
2017
Q4 | $11K | Hold |
314
| – | – | ﹤0.01% | 2608 |
|
|
2017
Q3 | $11K | Sell |
314
-492
| -61% | -$16.8K | ﹤0.01% | 2579 |
|
|
2017
Q2 | $29K | Buy |
806
+492
| +157% | +$16.6K | ﹤0.01% | 2516 |
|
|
2017
Q1 | $9K | Sell |
314
-696
| -69% | -$19.4K | ﹤0.01% | 2803 |
|
|
2016
Q4 | $26K | Buy |
+1,010
| New | +$27.6K | ﹤0.01% | 2605 |
|
|
2016
Q3 | – | Sell |
-9,900
| Closed | -$290K | – | 2962 |
|
|
2016
Q2 | $290K | Buy |
9,900
+7,434
| +301% | +$223K | ﹤0.01% | 1900 |
|
|
2016
Q1 | $76K | Buy |
+2,466
| New | +$63.6K | ﹤0.01% | 2533 |
|
|
2015
Q4 | – | Sell |
-2,070
| Closed | -$56K | – | 3023 |
|
|
2015
Q3 | $56K | Buy |
+2,070
| New | +$56.7K | ﹤0.01% | 2598 |
|
|
2014
Q4 | – | Sell |
-60
| Closed | -$1K | – | 2607 |
|
|
2014
Q3 | $1K | Sell |
60
-310
| -84% | -$8.28K | ﹤0.01% | 2610 |
|
|
2014
Q2 | $12K | Sell |
370
-494
| -57% | -$15.1K | ﹤0.01% | 1952 |
|
|
2014
Q1 | $25K | Buy |
864
+334
| +63% | +$11K | ﹤0.01% | 1588 |
|
|
2013
Q4 | $21K | Buy |
530
+166
| +46% | +$5.75K | ﹤0.01% | 1488 |
|
|
2013
Q3 | $13K | Sell |
364
-240
| -40% | -$7.42K | ﹤0.01% | 1611 |
|
|
2013
Q2 | $14K | Buy |
+604
| New | +$12.9K | ﹤0.01% | 1546 |
|
Other funds holding HLF
BG
ROIC
VPM
VCM
