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Foresters Investment Management’s Herbalife HLF Stock Holding History

Foresters Investment 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
2017
Q3 		– Sell
-158,800
Closed -$5.66M – 603
2017
Q2 		$5.66M Sell
158,800
-31,200
-16% -$1.05M 0.1% 228
2017
Q1 		$5.52M Buy
190,000
+400
+0.2% +$11.1K 0.1% 222
2016
Q4 		$4.67M Buy
189,600
+600
+0.3% +$16.4K 0.08% 235
2016
Q3 		$5.86M Buy
+189,000
New +$5.97M 0.11% 206
2014
Q4 		– Sell
-586,600
Closed -$12.8M – 284
2014
Q3 		$12.8M Sell
586,600
-149,000
-20% -$3.98M 0.27% 133
2014
Q2 		$23.7M Sell
735,600
-409,200
-36% -$12.5M 0.49% 79
2014
Q1 		$32.8M Buy
1,144,800
+58,650
+5% +$1.94M 0.71% 45
2013
Q4 		$42.7M Buy
1,086,150
+436,750
+67% +$15.1M 0.93% 22
2013
Q3 		$22.7M Sell
649,400
-450,600
-41% -$13.9M 0.55% 74
2013
Q2 		$24.8M Buy
+1,100,000
New +$23.4M 0.75% 51

Other funds holding HLF

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DVI
Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Foresters Investment Management's HLF Position: Q3 2017 in Review

Foresters Investment Management sold out of Herbalife (HLF) in Q3 2017, closing a stake of 158,800 shares — an estimated $5.66M sold.

Foresters Investment Management first reported a position in HLF in Q2 2013 and held it in 10 quarters. The position peaked at $42.7M in Q4 2013. 193 funds tracked by Wall St. Rank hold HLF as of Q3 2017.

  • Foresters Investment Management reported no remaining Herbalife position as of Q3 2017 after selling out during the quarter.
  • Foresters Investment Management sold 158,800 Herbalife shares in Q3 2017, an estimated $5.66M.
  • Foresters Investment Management first reported a position in Herbalife in Q2 2013 and held it in 10 quarters.
  • Foresters Investment Management's Herbalife position peaked at $42.7M in Q4 2013.
  • 193 funds tracked by Wall St. Rank held Herbalife as of Q3 2017.

Based on Foresters Investment Management's 13F filing for Q3 2017, filed 13 Nov 2017.