FGAM
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Financial Gravity Asset Management’s Herbalife HLF Stock Holding History

Financial Gravity Asset 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
2024
Q2 		– Sell
-36
Closed -$357 – 1926
2024
Q1 		$357 Buy
+36
New +$387 ﹤0.01% 1472
2019
Q3 		– Hold
0
– – – 1371
2019
Q2 		– Sell
-11
Closed -$521 – 1424
2019
Q1 		$1K Buy
+11
New +$632 ﹤0.01% 1112
2018
Q3 		$3K Buy
51
+7
+16% +$387 ﹤0.01% 856
2018
Q2 		$3K Sell
44
-4
-8% -$210 ﹤0.01% 888
2018
Q1 		$3K Buy
+48
New +$2.04K ﹤0.01% 851

Other funds holding HLF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.28B AUM 11.7% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return